TAP Consulting’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
Q4 | – | Sell |
-31,479
| Closed | -$2.32M | – | 133 |
|
|
2023
Q3 | $2.32M | Sell |
31,479
-1,719
| -5% | -$126K | 0.6% | 49 |
|
|
2023
Q2 | $2.71M | Sell |
33,198
-376
| -1% | -$30.7K | 0.67% | 43 |
|
|
2023
Q1 | $2.81M | Sell |
33,574
-9,351
| -22% | -$783K | 0.69% | 38 |
|
|
2022
Q4 | $3.71M | Buy |
42,925
+4,843
| +13% | +$419K | 0.97% | 28 |
|
|
2022
Q3 | $3.09M | Sell |
38,082
-31,072
| -45% | -$2.52M | 0.83% | 34 |
|
|
2022
Q2 | $5.92M | Buy |
+69,154
| New | +$5.92M | 1.64% | 14 |
|