Westside Investment Management’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 | $32.4K | Hold |
310
| – | – | 0.01% | 538 |
|
|
2025
Q1 | $31.4K | Hold |
310
| – | – | 0.01% | 477 |
|
|
2024
Q4 | $29.8K | Hold |
310
| – | – | 0.01% | 495 |
|
|
2024
Q3 | $31.6K | Hold |
310
| – | – | 0.01% | 484 |
|
|
2024
Q2 | $27.2K | Buy |
310
+50
| +19% | +$4.39K | 0.01% | 489 |
|
|
2024
Q1 | $22K | Hold |
260
| – | – | 0.01% | 508 |
|
|
2023
Q4 | $20.8K | Sell |
260
-200
| -43% | -$16K | 0.01% | 494 |
|
|
2023
Q3 | $33.8K | Hold |
460
| – | – | 0.01% | 398 |
|
|
2023
Q2 | $37.6K | Hold |
460
| – | – | 0.01% | 392 |
|
|
2023
Q1 | $38.5K | Hold |
460
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $39 | Hold |
460
| – | – | ﹤0.01% | 439 |
|
|
2022
Q3 | $37 | Hold |
460
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $39 | Hold |
460
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $41 | Buy |
460
+100
| +28% | +$9 | ﹤0.01% | 435 |
|
|
2021
Q4 | $31 | Sell |
360
-100
| -22% | -$9 | ﹤0.01% | 444 |
|
|
2021
Q3 | $36 | Hold |
460
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $36 | Hold |
460
| – | – | ﹤0.01% | 406 |
|
|
2021
Q1 | $36 | Hold |
460
| – | – | ﹤0.01% | 399 |
|
|
2020
Q4 | $35 | Hold |
460
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $33 | Hold |
460
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $32 | Sell |
460
-80
| -15% | -$6 | ﹤0.01% | 363 |
|
|
2020
Q1 | $37 | Buy |
+540
| New | +$37 | ﹤0.01% | 353 |
|
|
2019
Q2 | $104 | Buy |
+1,390
| New | +$104 | ﹤0.01% | 247 |
|
|
2018
Q4 | $66.4K | Buy |
+990
| New | +$66.4K | 0.02% | 259 |
|
|
2018
Q3 | – | Sell |
-1,002
| Closed | -$66.6K | – | 762 |
|
|
2018
Q2 | $66.6K | Sell |
1,002
-78
| -7% | -$5.18K | 0.02% | 270 |
|
|
2018
Q1 | $68.2K | Buy |
1,080
+102
| +10% | +$6.44K | 0.04% | 251 |
|
|
2017
Q4 | $64.1K | Hold |
978
| – | – | 0.03% | 256 |
|
|
2017
Q3 | $65.7K | Buy |
978
+102
| +12% | +$6.85K | 0.04% | 247 |
|
|
2017
Q2 | $56.4K | Buy |
876
+100
| +13% | +$6.44K | 0.04% | 251 |
|
|
2017
Q1 | $50.1K | Buy |
+776
| New | +$50.1K | 0.02% | 261 |
|