Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$3.52K | – | 534 |
|
|
2024
Q2 | $3.52K | Sell |
40
-158
| -80% | -$13.9K | ﹤0.01% | 741 |
|
|
2024
Q1 | $16.7K | Buy |
+198
| New | +$16.7K | ﹤0.01% | 656 |
|
|
2023
Q4 | – | Sell |
-195
| Closed | -$15.9K | – | 580 |
|
|
2023
Q3 | $15.9K | Hold |
195
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $15.9K | Buy |
+195
| New | +$15.9K | ﹤0.01% | 676 |
|
|
2023
Q1 | – | Sell |
-193
| Closed | -$16.7K | – | 585 |
|
|
2022
Q4 | $16.7K | Buy |
193
+1
| +0.5% | +$86 | ﹤0.01% | 661 |
|
|
2022
Q3 | $16K | Buy |
+192
| New | +$16K | ﹤0.01% | 644 |
|