SFI
SPC Financial Inc’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32,791
| Closed | -$2.84M | – | 207 |
|
|
2022
Q4 | $2.84M | Buy |
32,791
+726
| +2% | +$62.8K | 0.34% | 48 |
|
|
2022
Q3 | $2.6M | Buy |
+32,065
| New | +$2.6M | 0.32% | 47 |
|
|
2020
Q2 | – | Sell |
-85,900
| Closed | -$11.9M | – | 135 |
|
|
2020
Q1 | $11.9M | Buy |
85,900
+2,395
| +3% | +$331K | 3.03% | 11 |
|
|
2019
Q4 | $13.5M | Buy |
+83,505
| New | +$13.5M | 2.48% | 13 |
|
|
2016
Q4 | – | Sell |
-16,597
| Closed | -$2.03M | – | 119 |
|
|
2016
Q3 | $2.03M | Buy |
+16,597
| New | +$2.03M | 0.65% | 33 |
|