Freedom Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,482
| Closed | -$363K | – | 692 |
|
|
2019
Q4 | $363K | Buy |
+4,482
| New | +$363K | 0.03% | 429 |
|
|
2017
Q1 | – | Sell |
-21,356
| Closed | -$1.3M | – | 1083 |
|
|
2016
Q4 | $1.3M | Buy |
21,356
+12,778
| +149% | +$778K | 0.08% | 184 |
|
|
2016
Q3 | $526K | Sell |
8,578
-6,004
| -41% | -$368K | 0.03% | 434 |
|
|
2016
Q2 | $957K | Buy |
14,582
+560
| +4% | +$36.8K | 0.07% | 228 |
|
|
2016
Q1 | $867K | Buy |
14,022
+8,098
| +137% | +$501K | 0.06% | 246 |
|
|
2015
Q4 | $320K | Buy |
+5,924
| New | +$320K | 0.02% | 534 |
|
|
2015
Q1 | – | Sell |
-4,054
| Closed | -$240K | – | 645 |
|
|
2014
Q4 | $240K | Buy |
+4,054
| New | +$240K | 0.03% | 499 |
|