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One Charles Private Wealth Services’s iShares US Utilities ETF IDU Stock Holding History

One Charles Private Wealth Services’s Portfolio IDU Stock Details IDU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,141
Closed -$339K – 127
2023
Q2 		$339K Buy
4,141
+417
+11% +$34.1K 0.2% 85
2023
Q1 		$312K Buy
+3,724
New +$312K 0.19% 90