Retirement Planning Group (Kansas)’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 |
-2,673
| Closed | -$235K | – | 275 |
|
|
2024
Q2 | $235K | Buy |
2,673
+3
| +0.1% | +$264 | 0.01% | 222 |
|
|
2024
Q1 | $226K | Buy |
2,670
+167
| +7% | +$14.1K | 0.02% | 204 |
|
|
2023
Q4 | $200K | Buy |
+2,503
| New | +$200K | 0.02% | 184 |
|
|
2023
Q3 | – | Sell |
-2,784
| Closed | -$228K | – | 161 |
|
|
2023
Q2 | $228K | Sell |
2,784
-55
| -2% | -$4.5K | 0.02% | 153 |
|
|
2023
Q1 | $238K | Buy |
+2,839
| New | +$238K | 0.03% | 130 |
|