Ausdal Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,430
| Closed | -$228K | – | 362 |
|
|
2017
Q3 | $228K | Sell |
3,430
-786
| -19% | -$52.2K | 0.09% | 290 |
|
|
2017
Q2 | $274K | Sell |
4,216
-60
| -1% | -$3.9K | 0.12% | 229 |
|
|
2017
Q1 | $275K | Buy |
+4,276
| New | +$275K | 0.12% | 207 |
|
|
2016
Q3 | – | Sell |
-4,250
| Closed | -$279K | – | 273 |
|
|
2016
Q2 | $279K | Buy |
+4,250
| New | +$279K | 0.14% | 173 |
|
|
2016
Q1 | – | Sell |
-2,390
| Closed | -$129K | – | 590 |
|
|
2015
Q4 | $129K | Buy |
+2,390
| New | +$129K | 0.07% | 264 |
|