WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Hold |
306
| – | – | ﹤0.01% | 446 |
|
|
2025
Q1 | $31K | Hold |
306
| – | – | ﹤0.01% | 434 |
|
|
2024
Q4 | $29.4K | Hold |
306
| – | – | ﹤0.01% | 402 |
|
|
2024
Q3 | $31.2K | Hold |
306
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $26.9K | Hold |
306
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $25.9K | Hold |
306
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $24.5K | Hold |
306
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $22.7K | Buy |
+306
| New | +$22.7K | ﹤0.01% | 405 |
|
|
2021
Q3 | – | Sell |
-306
| Closed | -$24K | – | 466 |
|
|
2021
Q2 | $24K | Hold |
306
| – | – | ﹤0.01% | 621 |
|
|
2021
Q1 | $24K | Buy |
+306
| New | +$24K | ﹤0.01% | 624 |
|
|
2020
Q4 | – | Sell |
-306
| Closed | -$22K | – | 332 |
|
|
2020
Q3 | $22K | Hold |
306
| – | – | 0.01% | 328 |
|
|
2020
Q2 | $21K | Hold |
306
| – | – | 0.01% | 278 |
|
|
2020
Q1 | $21K | Hold |
306
| – | – | 0.01% | 211 |
|
|
2019
Q4 | $25K | Hold |
306
| – | – | 0.01% | 229 |
|
|
2019
Q3 | $25K | Hold |
306
| – | – | 0.01% | 215 |
|
|
2019
Q2 | $23K | Hold |
306
| – | – | 0.01% | 192 |
|
|
2019
Q1 | $23K | Hold |
306
| – | – | 0.01% | 214 |
|
|
2018
Q4 | $21K | Hold |
306
| – | – | 0.01% | 187 |
|
|
2018
Q3 | $21K | Hold |
306
| – | – | 0.01% | 189 |
|
|
2018
Q2 | $20K | Hold |
306
| – | – | 0.01% | 182 |
|
|
2018
Q1 | $19K | Hold |
306
| – | – | 0.01% | 182 |
|
|
2017
Q4 | $20K | Buy |
+306
| New | +$20K | 0.01% | 178 |
|