SWM
Selective Wealth Management’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-400
| Closed | -$32K | – | 394 |
|
|
2022
Q3 | $32K | Hold |
400
| – | – | 0.01% | 357 |
|
|
2022
Q2 | $34K | Hold |
400
| – | – | 0.01% | 382 |
|
|
2022
Q1 | $36K | Hold |
400
| – | – | 0.01% | 358 |
|
|
2021
Q4 | $35K | Hold |
400
| – | – | 0.01% | 328 |
|
|
2021
Q3 | $32K | Hold |
400
| – | – | 0.02% | 315 |
|
|
2021
Q2 | $31K | Buy |
+400
| New | +$31K | 0.02% | 236 |
|