Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $203K | Sell |
2,577
-581
| -18% | -$45.8K | 0.01% | 826 |
|
|
2021
Q2 | $248K | Buy |
3,158
+423
| +15% | +$33.2K | 0.02% | 744 |
|
|
2021
Q1 | $218K | Buy |
+2,735
| New | +$218K | 0.02% | 740 |
|
|
2019
Q2 | – | Sell |
-3,024
| Closed | -$223K | – | 752 |
|
|
2019
Q1 | $223K | Sell |
3,024
-692
| -19% | -$51K | 0.02% | 597 |
|
|
2018
Q4 | $249K | Buy |
+3,716
| New | +$249K | 0.03% | 522 |
|