U.S. Capital Wealth Advisors’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 | $830K | Hold |
7,938
| – | – | 0.02% | 469 |
|
|
2025
Q1 | $805K | Hold |
7,938
| – | – | 0.02% | 472 |
|
|
2024
Q4 | $764K | Buy |
7,938
+5,299
| +201% | +$510K | 0.02% | 469 |
|
|
2024
Q3 | $269K | Hold |
2,639
| – | – | 0.01% | 609 |
|
|
2024
Q2 | $232K | Hold |
2,639
| – | – | 0.01% | 623 |
|
|
2024
Q1 | $223K | Hold |
2,639
| – | – | 0.01% | 624 |
|
|
2023
Q4 | $211K | Buy |
+2,639
| New | +$211K | 0.01% | 625 |
|
|
2023
Q3 | – | Sell |
-2,639
| Closed | -$216K | – | 655 |
|
|
2023
Q2 | $216K | Hold |
2,639
| – | – | 0.01% | 612 |
|
|
2023
Q1 | $221K | Hold |
2,639
| – | – | 0.01% | 592 |
|
|
2022
Q4 | $228K | Hold |
2,639
| – | – | 0.01% | 577 |
|
|
2022
Q3 | $214K | Hold |
2,639
| – | – | 0.01% | 579 |
|
|
2022
Q2 | $226K | Buy |
+2,639
| New | +$226K | 0.01% | 606 |
|