MAWCM
Mine & Arao Wealth Creation & Management’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-97
| Closed | -$8.16K | – | 205 |
|
|
2024
Q1 | $8.16K | Buy |
97
+1
| +1% | +$84 | ﹤0.01% | 226 |
|
|
2023
Q4 | $7.68K | Buy |
96
+2
| +2% | +$160 | ﹤0.01% | 236 |
|
|
2023
Q3 | $6.95K | Hold |
94
| – | – | ﹤0.01% | 234 |
|
|
2023
Q2 | $7.72K | Hold |
94
| – | – | ﹤0.01% | 234 |
|
|
2023
Q1 | $7.86K | Buy |
94
+1
| +1% | +$84 | 0.01% | 235 |
|
|
2022
Q4 | $8.08K | Buy |
93
+1
| +1% | +$87 | 0.01% | 230 |
|
|
2022
Q3 | $7K | Hold |
92
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $8K | Hold |
92
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $8K | Buy |
92
+1
| +1% | +$87 | ﹤0.01% | 245 |
|
|
2021
Q4 | $8K | Buy |
91
+1
| +1% | +$88 | ﹤0.01% | 249 |
|
|
2021
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 242 |
|
|
2021
Q2 | $7K | Buy |
90
+1
| +1% | +$78 | ﹤0.01% | 236 |
|
|
2021
Q1 | $7K | Hold |
89
| – | – | ﹤0.01% | 226 |
|
|
2020
Q4 | $7K | Buy |
89
+45
| +102% | +$3.54K | 0.01% | 225 |
|
|
2020
Q3 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 218 |
|