Tranquility Partners’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
2021
Q3
Sell
-3,445
Closed -$270K 218
2021
Q2
$270K Sell
3,445
-3,015
-47% -$236K 0.15% 158
2021
Q1
$514K Sell
6,460
-5,186
-45% -$413K 0.32% 98
2020
Q4
$904K Buy
+11,646
New +$904K 0.64% 51