OC
Oarsman Capital’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60
| Closed | -$5.77K | – | 519 |
|
|
2024
Q4 | $5.77K | Hold |
60
| – | – | ﹤0.01% | 754 |
|
|
2024
Q3 | $6.12K | Buy |
+60
| New | +$6.12K | ﹤0.01% | 764 |
|
|
2017
Q2 | – | Sell |
-1,635
| Closed | -$210K | – | 184 |
|
|
2017
Q1 | $210K | Buy |
+1,635
| New | +$210K | 0.1% | 173 |
|
|
2016
Q4 | – | Sell |
-1,760
| Closed | -$216K | – | 165 |
|
|
2016
Q3 | $216K | Hold |
1,760
| – | – | 0.11% | 170 |
|
|
2016
Q2 | $231K | Hold |
1,760
| – | – | 0.12% | 165 |
|
|
2016
Q1 | $218K | Buy |
+1,760
| New | +$218K | 0.12% | 169 |
|
|
2015
Q2 | – | Sell |
-1,790
| Closed | -$200K | – | 181 |
|
|
2015
Q1 | $200K | Hold |
1,790
| – | – | 0.14% | 163 |
|
|
2014
Q4 | $212K | Buy |
+1,790
| New | +$212K | 0.15% | 155 |
|
|
2014
Q3 | – | Sell |
-1,890
| Closed | -$210K | – | 163 |
|
|
2014
Q2 | $210K | Sell |
1,890
-200
| -10% | -$22.2K | 0.15% | 155 |
|
|
2014
Q1 | $218K | Hold |
2,090
| – | – | 0.17% | 145 |
|
|
2013
Q4 | $200K | Buy |
+2,090
| New | +$200K | 0.16% | 148 |
|