PS
Planned Solutions’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38
| Closed | -$3.92K | – | 351 |
|
|
2024
Q3 | $3.92K | Buy |
+38
| New | +$3.92K | ﹤0.01% | 515 |
|
|
2024
Q1 | – | Sell |
-38
| Closed | -$3.06K | – | 297 |
|
|
2023
Q4 | $3.06K | Buy |
+38
| New | +$3.06K | ﹤0.01% | 488 |
|
|
2021
Q1 | – | Sell |
-2,214
| Closed | -$172K | – | 222 |
|
|
2020
Q4 | $172K | Buy |
2,214
+1,107
| +100% | +$86K | 0.14% | 59 |
|
|
2020
Q3 | $162K | Buy |
+1,107
| New | +$162K | 0.16% | 55 |
|