Provenance Wealth 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 | $22.4K | Hold |
214
| – | – | ﹤0.01% | 256 |
|
|
2025
Q1 | $21.7K | Hold |
214
| – | – | ﹤0.01% | 268 |
|
|
2024
Q4 | $20.6K | Hold |
214
| – | – | ﹤0.01% | 269 |
|
|
2024
Q3 | $21.8K | Hold |
214
| – | – | ﹤0.01% | 283 |
|
|
2024
Q2 | $18.8K | Hold |
214
| – | – | ﹤0.01% | 261 |
|
|
2024
Q1 | $18.1K | Hold |
214
| – | – | ﹤0.01% | 281 |
|
|
2023
Q4 | $17.1K | Hold |
214
| – | – | ﹤0.01% | 273 |
|
|
2023
Q3 | $15.7K | Buy |
+214
| New | +$15.7K | ﹤0.01% | 229 |
|