BFG
Barber Financial Group’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,541
| Closed | -$251K | – | 153 |
|
|
2019
Q3 | $251K | Sell |
1,541
-171
| -10% | -$27.9K | 0.05% | 117 |
|
|
2019
Q2 | $258K | Buy |
+1,712
| New | +$258K | 0.06% | 117 |
|
|
2019
Q1 | – | Sell |
-2,630
| Closed | -$353K | – | 141 |
|
|
2018
Q4 | $353K | Buy |
+2,630
| New | +$353K | 0.08% | 90 |
|
|
2017
Q4 | – | Sell |
-2,924
| Closed | -$389K | – | 128 |
|
|
2017
Q3 | $389K | Sell |
2,924
-344
| -11% | -$45.8K | 0.11% | 66 |
|
|
2017
Q2 | $425K | Buy |
+3,268
| New | +$425K | 0.14% | 50 |
|