Chicago Partners Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-100
| Closed | -$6K | – | 715 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 451 |
|
|
2016
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 388 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 378 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 445 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 386 |
|
|
2015
Q2 | $5K | Buy |
100
+6
| +6% | +$300 | ﹤0.01% | 396 |
|
|
2015
Q1 | $6K | Sell |
94
-6
| -6% | -$383 | ﹤0.01% | 406 |
|
|
2014
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 426 |
|