Picton Mahoney Asset Management’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 | $146K | Buy |
1,400
+200
| +17% | +$20.9K | ﹤0.01% | 579 |
|
|
2025
Q1 | $121K | Buy |
1,200
+300
| +33% | +$30.3K | ﹤0.01% | 395 |
|
|
2024
Q4 | $87K | Buy |
+900
| New | +$87K | ﹤0.01% | 350 |
|
|
2024
Q1 | – | Sell |
-4,300
| Closed | -$343K | – | 408 |
|
|
2023
Q4 | $343K | Buy |
4,300
+2,420
| +129% | +$193K | 0.01% | 272 |
|
|
2023
Q3 | $138K | Buy |
+1,880
| New | +$138K | ﹤0.01% | 267 |
|