MV Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$40.9K | – | 675 |
|
|
2023
Q2 | $40.9K | Hold |
500
| – | – | 0.01% | 317 |
|
|
2023
Q1 | $41.9K | Hold |
500
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $43.3K | Hold |
500
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $41K | Hold |
500
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $43K | Hold |
500
| – | – | 0.01% | 230 |
|
|
2022
Q1 | $46K | Hold |
500
| – | – | 0.01% | 230 |
|
|
2021
Q4 | $44K | Hold |
500
| – | – | 0.01% | 225 |
|
|
2021
Q3 | $39K | Sell |
500
-562
| -53% | -$43.8K | 0.01% | 226 |
|
|
2021
Q2 | $83K | Hold |
1,062
| – | – | 0.01% | 162 |
|
|
2021
Q1 | $84K | Buy |
+1,062
| New | +$84K | 0.02% | 149 |
|