Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-420
| Closed | -$36K | – | 1100 |
|
|
2022
Q2 | $36K | Hold |
420
| – | – | 0.01% | 832 |
|
|
2022
Q1 | $38K | Hold |
420
| – | – | 0.01% | 865 |
|
|
2021
Q4 | $37K | Hold |
420
| – | – | 0.01% | 984 |
|
|
2021
Q3 | $33K | Hold |
420
| – | – | 0.01% | 1017 |
|
|
2021
Q2 | $33K | Hold |
420
| – | – | 0.01% | 985 |
|
|
2021
Q1 | $33K | Hold |
420
| – | – | 0.01% | 913 |
|
|
2020
Q4 | $33K | Hold |
420
| – | – | 0.01% | 822 |
|
|
2020
Q3 | $31K | Hold |
420
| – | – | 0.01% | 661 |
|
|
2020
Q2 | $29K | Hold |
420
| – | – | 0.01% | 650 |
|
|
2020
Q1 | $29K | Hold |
420
| – | – | 0.01% | 569 |
|
|
2019
Q4 | $34K | Hold |
420
| – | – | 0.01% | 563 |
|
|
2019
Q3 | $34K | Buy |
+420
| New | +$34K | 0.02% | 514 |
|