Norwood Financial’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 | $7.61K | Hold |
90
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $7.19K | Hold |
90
| – | – | 0.01% | 235 |
|
|
2023
Q3 | $6.62K | Hold |
90
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $7.36K | Hold |
90
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $7.53K | Hold |
90
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $7.79K | Sell |
90
-25
| -22% | -$2.16K | 0.01% | 228 |
|
|
2022
Q3 | $9K | Hold |
115
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $10K | Sell |
115
-10
| -8% | -$870 | 0.02% | 213 |
|
|
2022
Q1 | $11K | Hold |
125
| – | – | 0.02% | 213 |
|
|
2021
Q4 | $11K | Buy |
+125
| New | +$11K | 0.02% | 213 |
|