Altium Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,538
| Closed | -$244K | – | 335 |
|
|
2020
Q1 | $244K | Sell |
3,538
-998
| -22% | -$68.8K | 0.03% | 257 |
|
|
2019
Q4 | $368K | Sell |
4,536
-118
| -3% | -$9.57K | 0.04% | 197 |
|
|
2019
Q3 | $379K | Sell |
4,654
-200
| -4% | -$16.3K | 0.05% | 191 |
|
|
2019
Q2 | $366K | Hold |
4,854
| – | – | 0.05% | 195 |
|
|
2019
Q1 | $358K | Hold |
4,854
| – | – | 0.06% | 200 |
|
|
2018
Q4 | $326K | Hold |
4,854
| – | – | 0.06% | 194 |
|
|
2018
Q3 | $325K | Sell |
4,854
-72
| -1% | -$4.82K | 0.06% | 212 |
|
|
2018
Q2 | $325K | Buy |
+4,926
| New | +$325K | 0.09% | 166 |
|