Prime Capital Investment Advisors’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 | $303K | Sell |
2,900
-907
| -24% | -$94.9K | ﹤0.01% | 761 |
|
2025
Q1 | $386K | Buy |
3,807
+880
| +30% | +$89.3K | ﹤0.01% | 749 |
|
2024
Q4 | $282K | Buy |
2,927
+76
| +3% | +$7.31K | ﹤0.01% | 753 |
|
2024
Q3 | $291K | Hold |
2,851
| – | – | ﹤0.01% | 748 |
|
2024
Q2 | $251K | Sell |
2,851
-150
| -5% | -$13.2K | ﹤0.01% | 782 |
|
2024
Q1 | $254K | Hold |
3,001
| – | – | ﹤0.01% | 822 |
|
2023
Q4 | $240K | Buy |
+3,001
| New | +$240K | ﹤0.01% | 812 |
|