Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.3K | Hold |
325
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $33.2K | Hold |
325
| – | – | 0.01% | 347 |
|
|
2024
Q2 | $28.6K | Hold |
325
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $27.5K | Hold |
325
| – | – | 0.01% | 366 |
|
|
2023
Q4 | $26K | Hold |
325
| – | – | 0.01% | 357 |
|
|
2023
Q3 | $23.9K | Hold |
325
| – | – | 0.01% | 364 |
|
|
2023
Q2 | $26.6K | Hold |
325
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $27.2K | Hold |
325
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $28.1K | Hold |
325
| – | – | 0.01% | 366 |
|
|
2022
Q3 | $27K | Hold |
325
| – | – | 0.01% | 375 |
|
|
2022
Q2 | $28K | Hold |
325
| – | – | 0.01% | 358 |
|
|
2022
Q1 | $30K | Hold |
325
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $29K | Hold |
325
| – | – | 0.01% | 370 |
|
|
2021
Q3 | $26K | Hold |
325
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $26K | Sell |
325
-1,034
| -76% | -$82.7K | 0.01% | 376 |
|
|
2021
Q1 | $26 | Buy |
+1,359
| New | +$26 | 0.01% | 361 |
|
|
2020
Q4 | – | Sell |
-860
| Closed | -$63K | – | 729 |
|
|
2020
Q3 | $63K | Sell |
860
-164
| -16% | -$12K | 0.02% | 202 |
|
|
2020
Q2 | $72K | Sell |
1,024
-500
| -33% | -$35.2K | 0.03% | 192 |
|
|
2020
Q1 | $105K | Sell |
1,524
-494
| -24% | -$34K | 0.05% | 151 |
|
|
2019
Q4 | $164K | Buy |
+2,018
| New | +$164K | 0.07% | 129 |
|