Well Done LLC’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
Q1 | – | Sell |
-2,156
| Closed | -$220K | – | 181 |
|
|
2024
Q4 | $220K | Hold |
2,156
| – | – | 0.04% | 168 |
|
|
2024
Q3 | $220K | Buy |
+2,156
| New | +$220K | 0.04% | 169 |
|
|
2020
Q2 | – | Sell |
-7,128
| Closed | -$492K | – | 153 |
|
|
2020
Q1 | $492K | Buy |
+7,128
| New | +$492K | 0.15% | 82 |
|
|
2016
Q4 | – | Sell |
-7,864
| Closed | -$758 | – | 97 |
|
|
2016
Q3 | $758 | Buy |
7,864
+692
| +10% | +$67 | 0.27% | 44 |
|
|
2016
Q2 | $471K | Buy |
7,172
+670
| +10% | +$44K | 0.17% | 52 |
|
|
2016
Q1 | $402K | Buy |
+6,502
| New | +$402K | 0.15% | 54 |
|