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