HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-426
| Closed | -$33K | – | 202 |
|
|
2020
Q4 | $33K | Sell |
426
-126
| -23% | -$9.76K | 0.01% | 217 |
|
|
2020
Q3 | $40K | Hold |
552
| – | – | 0.01% | 187 |
|
|
2020
Q2 | $40K | Hold |
552
| – | – | 0.01% | 182 |
|
|
2020
Q1 | $38K | Hold |
552
| – | – | 0.01% | 180 |
|
|
2019
Q4 | $45K | Buy |
+552
| New | +$45K | 0.01% | 182 |
|