Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $583K | Hold |
9,080
| – | – | 0.2% | 123 |
|
|
2016
Q4 | $553K | Hold |
9,080
| – | – | 0.21% | 120 |
|
|
2016
Q3 | $556K | Hold |
9,080
| – | – | 0.2% | 112 |
|
|
2016
Q2 | $596K | Hold |
9,080
| – | – | 0.23% | 94 |
|
|
2016
Q1 | $562K | Hold |
9,080
| – | – | 0.24% | 92 |
|
|
2015
Q4 | $490K | Sell |
9,080
-28
| -0.3% | -$1.51K | 0.21% | 97 |
|
|
2015
Q3 | $491K | Hold |
9,108
| – | – | 0.22% | 95 |
|
|
2015
Q2 | $472K | Hold |
9,108
| – | – | 0.18% | 108 |
|
|
2015
Q1 | $508K | Buy |
+9,108
| New | +$508K | 0.21% | 99 |
|