Pinnacle Private Wealth’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
Q2
$584K Sell
6,828
-244
-3% -$20.9K 0.23% 108
2022
Q1
$644K Buy
7,072
+538
+8% +$49K 0.2% 116
2021
Q4
$578K Buy
+6,534
New +$578K 0.18% 132