Avantax Planning 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
2018
Q4
Sell
-820
Closed -$55K 700
2018
Q3
$55K Buy
+820
New +$55K ﹤0.01% 461
2018
Q2
Sell
-820
Closed -$52K 790
2018
Q1
$52K Buy
+820
New +$52K ﹤0.01% 520