Laidlaw Wealth Management’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,299
| Closed | -$510K | – | 99 |
|
|
2024
Q4 | $510K | Hold |
5,299
| – | – | 0.22% | 107 |
|
|
2024
Q3 | $541K | Sell |
5,299
-168
| -3% | -$17.1K | 0.27% | 106 |
|
|
2024
Q2 | $480K | Hold |
5,467
| – | – | 0.26% | 106 |
|
|
2024
Q1 | $462K | Sell |
5,467
-2,895
| -35% | -$245K | 0.26% | 110 |
|
|
2023
Q4 | $668K | Buy |
+8,362
| New | +$668K | 0.24% | 106 |
|