WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-172
| Closed | -$14.1K | – | 682 |
|
|
2023
Q2 | $14.1K | Hold |
172
| – | – | ﹤0.01% | 738 |
|
|
2023
Q1 | $14.4K | Buy |
+172
| New | +$14.4K | ﹤0.01% | 783 |
|
|
2016
Q3 | $10.8K | Sell |
182
-182
| -50% | -$10.8K | ﹤0.01% | 593 |
|
|
2016
Q2 | $12K | Buy |
+364
| New | +$12K | ﹤0.01% | 1663 |
|
|
2015
Q4 | $9.3K | Buy |
+516
| New | +$9.3K | ﹤0.01% | 1174 |
|
|
2015
Q2 | $9K | Hold |
172
| – | – | ﹤0.01% | 314 |
|
|
2015
Q1 | $10K | Buy |
+172
| New | +$10K | ﹤0.01% | 377 |
|