BKA
Brick & Kyle Associates’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-500
| Closed | -$64K | – | 205 |
|
|
2017
Q1 | $64K | Buy |
500
+150
| +43% | +$19.2K | 0.05% | 155 |
|
|
2016
Q4 | $43K | Hold |
350
| – | – | 0.03% | 192 |
|
|
2016
Q3 | $43K | Hold |
350
| – | – | 0.03% | 192 |
|
|
2016
Q2 | $46K | Hold |
350
| – | – | 0.04% | 187 |
|
|
2016
Q1 | $43K | Sell |
350
-100
| -22% | -$12.3K | 0.04% | 185 |
|
|
2015
Q4 | $49K | Hold |
450
| – | – | 0.04% | 174 |
|
|
2015
Q3 | $49K | Hold |
450
| – | – | 0.05% | 170 |
|
|
2015
Q2 | $47K | Hold |
450
| – | – | 0.04% | 181 |
|
|
2015
Q1 | $50K | Hold |
450
| – | – | 0.04% | 177 |
|
|
2014
Q4 | $53K | Buy |
+450
| New | +$53K | 0.05% | 173 |
|