Tompkins Financial’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 |
-740
| Closed | -$54.4K | – | 663 |
|
|
2023
Q3 | $54.4K | Hold |
740
| – | – | 0.01% | 316 |
|
|
2023
Q2 | $60.5K | Hold |
740
| – | – | 0.01% | 315 |
|
|
2023
Q1 | $61.9K | Hold |
740
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $64K | Hold |
740
| – | – | 0.01% | 308 |
|
|
2022
Q3 | $60K | Buy |
+740
| New | +$60K | 0.01% | 311 |
|