Wealth Enhancement Advisory Services’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 | $1.36M | Sell |
12,945
-1,035
| -7% | -$108K | ﹤0.01% | 1561 |
|
|
2025
Q1 | $1.42M | Sell |
13,980
-384
| -3% | -$38.9K | ﹤0.01% | 1418 |
|
|
2024
Q4 | $1.38M | Buy |
14,364
+3,408
| +31% | +$328K | ﹤0.01% | 1365 |
|
|
2024
Q3 | $1.12M | Buy |
10,956
+2,896
| +36% | +$295K | ﹤0.01% | 1326 |
|
|
2024
Q2 | $708K | Buy |
8,060
+53
| +0.7% | +$4.66K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $677K | Sell |
8,007
-187
| -2% | -$15.8K | ﹤0.01% | 1415 |
|
|
2023
Q4 | $655K | Sell |
8,194
-164
| -2% | -$13.1K | ﹤0.01% | 1349 |
|
|
2023
Q3 | $615K | Buy |
+8,358
| New | +$615K | ﹤0.01% | 1315 |
|