Sutton Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $15.3K | Hold |
208
| – | – | 0.01% | 397 |
|
2023
Q2 | $17K | Hold |
208
| – | – | 0.01% | 368 |
|
2023
Q1 | $17.4K | Hold |
208
| – | – | 0.01% | 325 |
|
2022
Q4 | $18K | Hold |
208
| – | – | 0.01% | 731 |
|
2022
Q3 | $16.9K | Hold |
208
| – | – | 0.01% | 713 |
|
2022
Q2 | $17.8K | Hold |
208
| – | – | 0.01% | 717 |
|
2022
Q1 | $18.9K | Hold |
208
| – | – | 0.01% | 726 |
|
2021
Q4 | $18.4K | Hold |
208
| – | – | 0.01% | 735 |
|
2021
Q3 | $16.4K | Hold |
208
| – | – | 0.01% | 756 |
|
2021
Q2 | $16.3K | Hold |
208
| – | – | 0.01% | 763 |
|
2021
Q1 | $16.5K | Hold |
208
| – | – | 0.01% | 726 |
|
2020
Q4 | $16.1K | Hold |
208
| – | – | 0.01% | 669 |
|
2020
Q3 | $15.2K | Hold |
208
| – | – | 0.01% | 621 |
|
2020
Q2 | $14.6K | Hold |
208
| – | – | 0.01% | 616 |
|
2020
Q1 | $14.4K | Hold |
208
| – | – | 0.01% | 556 |
|
2019
Q4 | $16.9K | Hold |
208
| – | – | 0.01% | 669 |
|
2019
Q3 | $16.9K | Hold |
208
| – | – | 0.01% | 635 |
|
2019
Q2 | $15.7K | Hold |
208
| – | – | 0.01% | 651 |
|
2019
Q1 | $15.3K | Hold |
208
| – | – | 0.01% | 665 |
|
2018
Q4 | $14K | Hold |
208
| – | – | 0.01% | 650 |
|
2018
Q3 | $13.9K | Hold |
208
| – | – | 0.01% | 702 |
|
2018
Q2 | $13.7K | Hold |
208
| – | – | 0.01% | 740 |
|
2018
Q1 | $13.3K | Sell |
208
-80
| -28% | -$5.1K | 0.01% | 718 |
|
2017
Q4 | $19.1K | Hold |
288
| – | – | 0.01% | 570 |
|
2017
Q3 | $19.1K | Hold |
288
| – | – | 0.01% | 563 |
|
2017
Q2 | $18.7K | Hold |
288
| – | – | 0.01% | 552 |
|
2017
Q1 | $18.5K | Hold |
288
| – | – | 0.02% | 539 |
|
2016
Q4 | $17.5K | Hold |
288
| – | – | 0.02% | 535 |
|
2016
Q3 | $17.7K | Hold |
288
| – | – | 0.02% | 498 |
|
2016
Q2 | $18.9K | Hold |
288
| – | – | 0.02% | 458 |
|
2016
Q1 | $17.8K | Buy |
+288
| New | +$17.8K | 0.02% | 473 |
|