Peapack-Gladstone Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
5,310
-100
| -2% | -$10.5K | 0.01% | 467 |
|
|
2025
Q1 | $549K | Sell |
5,410
-125
| -2% | -$12.7K | 0.01% | 469 |
|
|
2024
Q4 | $533K | Sell |
5,535
-200
| -3% | -$19.3K | 0.01% | 472 |
|
|
2024
Q3 | $585K | Hold |
5,735
| – | – | 0.01% | 464 |
|
|
2024
Q2 | $504K | Hold |
5,735
| – | – | 0.01% | 472 |
|
|
2024
Q1 | $485K | Sell |
5,735
-55
| -0.9% | -$4.65K | 0.01% | 486 |
|
|
2023
Q4 | $463K | Sell |
5,790
-200
| -3% | -$16K | 0.01% | 490 |
|
|
2023
Q3 | $441K | Buy |
5,990
+168
| +3% | +$12.4K | 0.01% | 498 |
|
|
2023
Q2 | $476K | Sell |
5,822
-49
| -0.8% | -$4.01K | 0.01% | 491 |
|
|
2023
Q1 | $518K | Hold |
5,871
| – | – | 0.01% | 479 |
|
|
2022
Q4 | $508K | Hold |
5,871
| – | – | 0.01% | 455 |
|
|
2022
Q3 | $476K | Buy |
+5,871
| New | +$476K | 0.01% | 461 |
|