Global Wealth Management Investment Advisory’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
Q3 | – | Sell |
-220
| Closed | -$15K | – | 523 |
|
|
2020
Q2 | $15K | Hold |
220
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $15K | Hold |
220
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $18K | Hold |
220
| – | – | 0.01% | 274 |
|
|
2019
Q3 | $18K | Hold |
220
| – | – | 0.01% | 261 |
|
|
2019
Q2 | $17K | Hold |
220
| – | – | 0.01% | 293 |
|
|
2019
Q1 | $16K | Hold |
220
| – | – | 0.01% | 327 |
|
|
2018
Q4 | $15K | Buy |
+220
| New | +$15K | 0.01% | 328 |
|