B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-690
| Closed | -$35K | – | 419 |
|
|
2015
Q2 | $35K | Hold |
690
| – | – | 0.03% | 492 |
|
|
2015
Q1 | $38K | Buy |
+690
| New | +$38K | 0.03% | 460 |
|
|
2014
Q3 | – | Sell |
-36
| Closed | -$2K | – | 1106 |
|
|
2014
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 1030 |
|
|
2014
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1002 |
|