Win 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,327
| Closed | -$392K | – | 66 |
|
|
2023
Q3 | $392K | Buy |
+5,327
| New | +$392K | 0.19% | 33 |
|
|
2023
Q1 | – | Sell |
-377
| Closed | -$32.6K | – | 85 |
|
|
2022
Q4 | $32.6K | Buy |
377
+58
| +18% | +$5.02K | 0.01% | 60 |
|
|
2022
Q3 | $26K | Sell |
319
-2
| -0.6% | -$163 | 0.01% | 46 |
|
|
2022
Q2 | $28K | Buy |
321
+101
| +46% | +$8.81K | 0.05% | 68 |
|
|
2022
Q1 | $20K | Sell |
220
-7
| -3% | -$636 | 0.01% | 113 |
|
|
2021
Q4 | $20K | Buy |
+227
| New | +$20K | ﹤0.01% | 55 |
|