Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $539K | Buy |
6,228
+131
| +2% | +$11.3K | 0.13% | 81 |
|
|
2022
Q3 | $495K | Buy |
6,097
+13
| +0.2% | +$1.06K | 0.14% | 66 |
|
|
2022
Q2 | $521K | Buy |
6,084
+406
| +7% | +$34.8K | 0.15% | 64 |
|
|
2022
Q1 | $517K | Buy |
5,678
+136
| +2% | +$12.4K | 0.14% | 61 |
|
|
2021
Q4 | $490K | Sell |
5,542
-662
| -11% | -$58.5K | 0.11% | 67 |
|
|
2021
Q3 | $464K | Buy |
6,204
+979
| +19% | +$73.2K | 0.12% | 66 |
|
|
2021
Q2 | $410K | Buy |
5,225
+171
| +3% | +$13.4K | 0.11% | 74 |
|
|
2021
Q1 | $402K | Sell |
5,054
-40
| -0.8% | -$3.18K | 0.11% | 73 |
|
|
2020
Q4 | $395K | Buy |
+5,094
| New | +$395K | 0.13% | 65 |
|