Laurel Wealth Advisors (North Carolina)’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
Q2 | $900K | Buy |
94,113
+93,213
| +10,357% | +$891K | 0.01% | 274 |
|
|
2025
Q1 | $91.3K | Buy |
900
+231
| +35% | +$23.4K | 0.01% | 250 |
|
|
2024
Q4 | $64.3K | Hold |
669
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $68.2K | Hold |
669
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $58.7K | Hold |
669
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $56.5K | Hold |
669
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $53.4K | Buy |
669
+1
| +0.1% | +$80 | 0.01% | 275 |
|
|
2023
Q3 | $49.1K | Buy |
668
+150
| +29% | +$11K | 0.01% | 275 |
|
|
2023
Q2 | $42.3K | Buy |
518
+1
| +0.2% | +$82 | 0.01% | 299 |
|
|
2023
Q1 | $43.3K | Hold |
517
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $44.7K | Buy |
517
+301
| +139% | +$26K | 0.01% | 266 |
|
|
2022
Q3 | $18K | Hold |
216
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $18K | Buy |
216
+1
| +0.5% | +$83 | ﹤0.01% | 339 |
|
|
2022
Q1 | $20K | Hold |
215
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $19K | Hold |
215
| – | – | ﹤0.01% | 350 |
|
|
2021
Q3 | $17K | Hold |
215
| – | – | ﹤0.01% | 357 |
|
|
2021
Q2 | $17K | Buy |
215
+1
| +0.5% | +$79 | ﹤0.01% | 397 |
|
|
2021
Q1 | $17K | Hold |
214
| – | – | ﹤0.01% | 366 |
|
|
2020
Q4 | $17K | Hold |
214
| – | – | ﹤0.01% | 363 |
|
|
2020
Q3 | $16K | Hold |
214
| – | – | ﹤0.01% | 336 |
|
|
2020
Q2 | $15K | Hold |
214
| – | – | ﹤0.01% | 331 |
|
|
2020
Q1 | $15K | Hold |
214
| – | – | 0.01% | 321 |
|
|
2019
Q4 | $17K | Hold |
214
| – | – | 0.01% | 336 |
|
|
2019
Q3 | $17K | Hold |
214
| – | – | 0.01% | 326 |
|
|
2019
Q2 | $16K | Buy |
214
+2
| +0.9% | +$150 | 0.01% | 333 |
|
|
2019
Q1 | $16K | Buy |
212
+62
| +41% | +$4.68K | 0.01% | 326 |
|
|
2018
Q4 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 349 |
|