Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-812
| Closed | -$71.4K | – | 567 |
|
|
2024
Q2 | $71.4K | Hold |
812
| – | – | 0.03% | 320 |
|
|
2024
Q1 | $68.6K | Hold |
812
| – | – | 0.03% | 321 |
|
|
2023
Q4 | $64.9K | Hold |
812
| – | – | 0.03% | 325 |
|
|
2023
Q3 | $60K | Hold |
812
| – | – | 0.03% | 319 |
|
|
2023
Q2 | $66K | Buy |
+812
| New | +$66K | 0.04% | 308 |
|
|
2022
Q4 | $70K | Hold |
812
| – | – | 0.05% | 276 |
|
|
2022
Q3 | $66K | Hold |
812
| – | – | 0.05% | 269 |
|
|
2022
Q2 | $70K | Hold |
812
| – | – | 0.05% | 278 |
|
|
2022
Q1 | $74K | Hold |
812
| – | – | 0.04% | 290 |
|
|
2021
Q4 | $72K | Buy |
+812
| New | +$72K | 0.04% | 310 |
|