Cutter & Co Brokerage’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
Q4 | – | Sell |
-5,492
| Closed | -$337K | – | 261 |
|
|
2016
Q3 | $337K | Buy |
+5,492
| New | +$337K | 0.15% | 140 |
|
|
2015
Q1 | – | Sell |
-3,504
| Closed | -$207K | – | 245 |
|
|
2014
Q4 | $207K | Buy |
+3,504
| New | +$207K | 0.08% | 213 |
|
|
2014
Q3 | – | Sell |
-3,860
| Closed | -$215K | – | 249 |
|
|
2014
Q2 | $215K | Buy |
+3,860
| New | +$215K | 0.08% | 205 |
|