Midwest Professional Planners Ltd (MPPL)’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 | $2.95M | Buy |
28,188
+385
| +1% | +$40.3K | 0.78% | 44 |
|
|
2025
Q1 | $2.82M | Buy |
27,803
+1,308
| +5% | +$133K | 0.88% | 36 |
|
|
2024
Q4 | $2.55M | Sell |
26,495
-571
| -2% | -$54.9K | 0.76% | 41 |
|
|
2024
Q3 | $2.76M | Buy |
+27,066
| New | +$2.76M | 0.84% | 33 |
|
|
2022
Q4 | – | Sell |
-46,763
| Closed | -$3.79M | – | 124 |
|
|
2022
Q3 | $3.79M | Sell |
46,763
-1,021
| -2% | -$82.8K | 2.26% | 8 |
|
|
2022
Q2 | $4.09M | Buy |
47,784
+23,245
| +95% | +$1.99M | 2.31% | 8 |
|
|
2022
Q1 | $2.23M | Buy |
24,539
+2,341
| +11% | +$213K | 1.1% | 21 |
|
|
2021
Q4 | $1.96M | Buy |
22,198
+393
| +2% | +$34.8K | 0.95% | 31 |
|
|
2021
Q3 | $1.72M | Buy |
+21,805
| New | +$1.72M | 0.91% | 29 |
|
|
2021
Q2 | – | Sell |
-6,336
| Closed | -$875K | – | 120 |
|
|
2021
Q1 | $875K | Buy |
+6,336
| New | +$875K | 0.86% | 33 |
|
|
2020
Q2 | – | Sell |
-12,672
| Closed | -$875K | – | 107 |
|
|
2020
Q1 | $875K | Buy |
+12,672
| New | +$875K | 0.86% | 34 |
|
|
2019
Q4 | – | Sell |
-7,230
| Closed | -$589K | – | 98 |
|
|
2019
Q3 | $589K | Buy |
7,230
+672
| +10% | +$54.7K | 0.53% | 45 |
|
|
2019
Q2 | $494K | Buy |
6,558
+912
| +16% | +$68.7K | 0.46% | 54 |
|
|
2019
Q1 | $416K | Sell |
5,646
-27,936
| -83% | -$2.06M | 0.4% | 53 |
|
|
2018
Q4 | $2.25M | Buy |
+33,582
| New | +$2.25M | 2.43% | 12 |
|
|
2018
Q3 | – | Sell |
-162
| Closed | -$11K | – | 175 |
|
|
2018
Q2 | $11K | Sell |
162
-234
| -59% | -$15.9K | 0.01% | 224 |
|
|
2018
Q1 | $25K | Sell |
396
-860
| -68% | -$54.3K | 0.02% | 168 |
|
|
2017
Q4 | $83K | Buy |
+1,256
| New | +$83K | 0.08% | 126 |
|