Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-50
| Closed | -$4K | – | 412 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 386 |
|
|
2021
Q1 | $4K | Sell |
50
-120
| -71% | -$9.6K | ﹤0.01% | 395 |
|
|
2020
Q4 | $13K | Hold |
170
| – | – | 0.01% | 309 |
|
|
2020
Q3 | $13K | Sell |
170
-150
| -47% | -$11.5K | 0.01% | 298 |
|
|
2020
Q2 | $23K | Hold |
320
| – | – | 0.02% | 246 |
|
|
2020
Q1 | $23K | Hold |
320
| – | – | 0.02% | 234 |
|
|
2019
Q4 | $26K | Buy |
+320
| New | +$26K | 0.02% | 222 |
|