Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.3K | Hold |
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|
2024
Q3 | $33.2K | Hold |
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|
2024
Q2 | $28.6K | Hold |
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|
2024
Q1 | $27.5K | Hold |
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|
2023
Q4 | $26K | Hold |
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|
2023
Q3 | $23.9K | Hold |
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|
2023
Q2 | $26.6K | Hold |
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|
2023
Q1 | $27.2K | Hold |
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|
2022
Q4 | $28.1K | Hold |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $26 | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $63K | Sell |
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|
2020
Q2 | $72K | Sell |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $164K | Buy |
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