FANJ
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Financial Architects (New Jersey)’s iShares US Utilities ETF IDU Stock Holding History

Financial Architects (New Jersey)’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,234
Closed -$86K – 481
2020
Q2 		$86K Sell
1,234
-710
-37% -$49.5K 0.02% 343
2020
Q1 		$134K Sell
1,944
-70
-3% -$4.83K 0.04% 271
2019
Q4 		$163K Buy
2,014
+16
+0.8% +$1.3K 0.04% 265
2019
Q3 		$163K Hold
1,998
– – 0.04% 260
2019
Q2 		$151K Buy
1,998
+8
+0.4% +$605 0.03% 279
2019
Q1 		$147K Buy
1,990
+10
+0.5% +$739 0.03% 345
2018
Q4 		$133K Buy
1,980
+814
+70% +$54.7K 0.03% 321
2018
Q3 		$78K Buy
1,166
+10
+0.9% +$669 0.01% 461
2018
Q2 		$76K Sell
1,156
-394
-25% -$25.9K 0.01% 464
2018
Q1 		$99K Buy
1,550
+12
+0.8% +$766 0.02% 411
2017
Q4 		$102K Buy
1,538
+18
+1% +$1.19K 0.02% 430
2017
Q3 		$101K Buy
1,520
+10
+0.7% +$664 0.02% 454
2017
Q2 		$98K Hold
1,510
– – 0.02% 437
2017
Q1 		$97K Buy
1,510
+12
+0.8% +$771 0.02% 444
2016
Q4 		$91K Buy
1,498
+24
+2% +$1.46K 0.02% 422
2016
Q3 		$90K Hold
1,474
– – 0.02% 415
2016
Q2 		$97K Buy
1,474
+12
+0.8% +$790 0.03% 380
2016
Q1 		$90K Buy
+1,462
New +$90K 0.03% 296
2015
Q2 		– Sell
-638
Closed -$36K – 1187
2015
Q1 		$36K Buy
638
+16
+3% +$903 0.01% 455
2014
Q4 		$37K Buy
+622
New +$37K 0.02% 399
2014
Q3 		– Sell
-446
Closed -$25K – 908
2014
Q2 		$25K Buy
+446
New +$25K 0.01% 452
2013
Q4 		– Sell
-2,178
Closed -$102K – 339
2013
Q3 		$102K Buy
2,178
+578
+36% +$27.1K 0.07% 180
2013
Q2 		$76K Buy
+1,600
New +$76K 0.06% 196