Mogy Joel R Investment Counsel’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 Q1	–	Sell	-600	Closed	-$48K	–	123
2023 Q4	$48K	Hold	600	–	–	﹤0.01%	104
2023 Q3	$44.1K	Hold	600	–	–	﹤0.01%	105
2023 Q2	$49.1K	Hold	600	–	–	﹤0.01%	114
2023 Q1	$50.2K	Buy	+600	New	+$50.2K	﹤0.01%	116