Butensky & Cohen Financial Security’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-60
| Closed | -$4K | – | 129 |
|
|
2016
Q2 | $4K | Sell |
60
-810
| -93% | -$54K | ﹤0.01% | 102 |
|
|
2016
Q1 | $54K | Buy |
870
+60
| +7% | +$3.72K | 0.05% | 76 |
|
|
2015
Q4 | $44K | Buy |
810
+20
| +3% | +$1.09K | 0.04% | 79 |
|
|
2015
Q3 | $43K | Hold |
790
| – | – | 0.05% | 78 |
|
|
2015
Q2 | $41K | Buy |
790
+10
| +1% | +$519 | 0.04% | 81 |
|
|
2015
Q1 | $44K | Hold |
780
| – | – | 0.04% | 80 |
|
|
2014
Q4 | $46K | Buy |
+780
| New | +$46K | 0.05% | 80 |
|