Paul John Balson’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
2020
Q4
$470K Buy
6,055
+61
+1% +$4.74K 0.1% 56
2020
Q3
$438K Sell
5,994
-1,648
-22% -$120K 0.11% 53
2020
Q2
$536K Sell
7,642
-2,032
-21% -$143K 0.2% 41
2020
Q1
$668K Buy
+9,674
New +$668K 0.36% 28