Sowell Financial Services’s iShares US Utilities ETF IDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,302	Closed	-$1.18M	–	1102
2025 Q2	$1.18M	Sell	11,302 -444	-4%	-$45.5K	0.05%	369
2025 Q1	$1.19M	Sell	11,746 -90	-0.8%	-$8.99K	0.05%	343
2024 Q4	$1.14M	Sell	11,836 -2,522	-18%	-$254K	0.06%	296
2024 Q3	$1.47M	Buy	+14,358	New	+$1.36M	0.07%	285
2024 Q1	–	Sell	-13,516	Closed	-$1.08M	–	559
2023 Q4	$1.08M	Buy	+13,516	New	+$1.04M	0.06%	310
2021 Q2	–	Sell	-1,987	Closed	-$162K	–	1535
2021 Q1	$162K	Sell	1,987 -673	-25%	-$51.8K	0.01%	1157
2020 Q4	$206K	Buy	2,660 +706	+36%	+$55K	0.01%	824
2020 Q3	$143K	Sell	1,954 -92	-4%	-$6.75K	0.01%	848
2020 Q2	$143K	Sell	2,046 -486	-19%	-$34.8K	0.01%	851
2020 Q1	$175K	Sell	2,532 -90	-3%	-$7.18K	0.01%	688
2019 Q4	$212K	Buy	2,622 +220	+9%	+$17.5K	0.02%	692
2019 Q3	$196K	Buy	+2,402	New	+$187K	0.02%	651
2019 Q1	$813K	Buy	11,044 +1,112	+11%	+$78.4K	0.09%	235
2018 Q4	$667K	Buy	+9,932	New	+$684K	0.09%	223