Beaumont Financial Advisors’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
Q1 | – | Sell |
-20,928
| Closed | -$1.39M | – | 216 |
|
|
2017
Q4 | $1.39M | Buy |
+20,928
| New | +$1.39M | 0.16% | 90 |
|
|
2016
Q3 | – | Sell |
-26,890
| Closed | -$1.77M | – | 146 |
|
|
2016
Q2 | $1.77M | Buy |
+26,890
| New | +$1.77M | 0.29% | 78 |
|
|
2013
Q4 | – | Sell |
-304,270
| Closed | -$14.3M | – | 153 |
|
|
2013
Q3 | $14.3M | Sell |
304,270
-785,342
| -72% | -$36.9M | 1.27% | 24 |
|
|
2013
Q2 | $51.5M | Buy |
+1,089,612
| New | +$51.5M | 4.76% | 1 |
|