Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $103K | Sell |
1,750
-20
| -1% | -$1.18K | 0.04% | 144 |
|
|
2014
Q3 | $93K | Sell |
1,770
-80
| -4% | -$4.2K | 0.04% | 160 |
|
|
2014
Q2 | $103K | Sell |
1,850
-120
| -6% | -$6.68K | 0.05% | 156 |
|
|
2014
Q1 | $103K | Sell |
1,970
-1,620
| -45% | -$84.7K | 0.05% | 150 |
|
|
2013
Q4 | $172K | Sell |
3,590
-240
| -6% | -$11.5K | 0.1% | 102 |
|
|
2013
Q3 | $180K | Hold |
3,830
| – | – | 0.11% | 98 |
|
|
2013
Q2 | $181K | Buy |
+3,830
| New | +$181K | 0.12% | 85 |
|