Wetzel Investment Advisors’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
2024
Q3
Sell
-541
Closed -$45.7K 470
2024
Q2
$45.7K Hold
541
0.03% 247
2024
Q1
$44.8K Buy
541
+26
+5% +$2.15K 0.03% 264
2023
Q4
$41K Buy
+515
New +$41K 0.03% 266