Lincoln National Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,592
| Closed | -$2.42M | – | 549 |
|
|
2024
Q1 | $2.42M | Buy |
28,592
+11,242
| +65% | +$950K | 0.04% | 291 |
|
|
2023
Q4 | $1.39M | Buy |
17,350
+13,443
| +344% | +$1.07M | 0.02% | 374 |
|
|
2023
Q3 | $287K | Sell |
3,907
-651
| -14% | -$47.9K | 0.01% | 807 |
|
|
2023
Q2 | $373K | Sell |
4,558
-1,481
| -25% | -$121K | 0.01% | 710 |
|
|
2023
Q1 | $505K | Sell |
6,039
-370
| -6% | -$31K | 0.01% | 586 |
|
|
2022
Q4 | $555K | Sell |
6,409
-1,336
| -17% | -$116K | 0.01% | 509 |
|
|
2022
Q3 | $628K | Sell |
7,745
-2,219
| -22% | -$180K | 0.02% | 434 |
|
|
2022
Q2 | $853K | Buy |
9,964
+1,946
| +24% | +$167K | 0.02% | 365 |
|
|
2022
Q1 | $730K | Sell |
8,018
-1,049
| -12% | -$95.5K | 0.02% | 421 |
|
|
2021
Q4 | $802K | Buy |
9,067
+152
| +2% | +$13.4K | 0.02% | 395 |
|
|
2021
Q3 | $703K | Sell |
8,915
-1,771
| -17% | -$140K | 0.02% | 412 |
|
|
2021
Q2 | $839K | Buy |
10,686
+70
| +0.7% | +$5.5K | 0.02% | 353 |
|
|
2021
Q1 | $844K | Sell |
10,616
-241
| -2% | -$19.2K | 0.02% | 331 |
|
|
2020
Q4 | $843K | Buy |
10,857
+773
| +8% | +$60K | 0.02% | 310 |
|
|
2020
Q3 | $736K | Sell |
10,084
-470
| -4% | -$34.3K | 0.02% | 307 |
|
|
2020
Q2 | $740K | Buy |
+10,554
| New | +$740K | 0.02% | 297 |
|