Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,534
| Closed | -$219K | – | 1175 |
|
|
2022
Q4 | $219K | Hold |
2,534
| – | – | 0.01% | 1001 |
|
|
2022
Q3 | $206K | Buy |
+2,534
| New | +$206K | 0.01% | 977 |
|
|
2022
Q2 | – | Sell |
-2,304
| Closed | -$210K | – | 1130 |
|
|
2022
Q1 | $210K | Hold |
2,304
| – | – | 0.01% | 1069 |
|
|
2021
Q4 | $204K | Buy |
+2,304
| New | +$204K | 0.01% | 1111 |
|