Laurel Wealth Advisors (North Carolina)’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $900K | Buy |
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|
2025
Q1 | $91.3K | Buy |
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|
2024
Q4 | $64.3K | Hold |
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|
2024
Q3 | $68.2K | Hold |
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|
2024
Q2 | $58.7K | Hold |
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|
2024
Q1 | $56.5K | Hold |
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|
2023
Q4 | $53.4K | Buy |
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|
2023
Q3 | $49.1K | Buy |
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|
2023
Q2 | $42.3K | Buy |
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|
2023
Q1 | $43.3K | Hold |
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|
2022
Q4 | $44.7K | Buy |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $17K | Hold |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $16K | Buy |
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|
2019
Q1 | $16K | Buy |
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|
2018
Q4 | $10K | Buy |
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