TS Financial Group (TSFG)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Hold |
300
| – | – | 0.01% | 407 |
|
|
2025
Q1 | $30K | Hold |
300
| – | – | 0.01% | 389 |
|
|
2024
Q4 | $29K | Hold |
300
| – | – | 0.01% | 355 |
|
|
2024
Q3 | $31K | Hold |
300
| – | – | 0.01% | 348 |
|
|
2024
Q2 | $26K | Hold |
300
| – | – | 0.01% | 347 |
|
|
2024
Q1 | $25K | Hold |
300
| – | – | 0.01% | 354 |
|
|
2023
Q4 | $24K | Hold |
300
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $22K | Sell |
300
-52
| -15% | -$3.81K | 0.01% | 399 |
|
|
2023
Q2 | $29K | Buy |
352
+1
| +0.3% | +$82 | 0.01% | 368 |
|
|
2023
Q1 | $29K | Hold |
351
| – | – | 0.01% | 357 |
|
|
2022
Q4 | $30K | Hold |
351
| – | – | 0.01% | 351 |
|
|
2022
Q3 | $28K | Buy |
351
+1
| +0.3% | +$80 | 0.01% | 346 |
|
|
2022
Q2 | $30K | Buy |
+350
| New | +$30K | 0.01% | 349 |
|