Ironwood Wealth Management (Arizona)’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
Q2 | – | Sell |
-432
| Closed | -$30K | – | 47 |
|
|
2020
Q1 | $30K | Hold |
432
| – | – | 0.03% | 35 |
|
|
2019
Q4 | $35K | Sell |
432
-1,516
| -78% | -$123K | 0.02% | 41 |
|
|
2019
Q3 | $159K | Buy |
1,948
+80
| +4% | +$6.53K | 0.12% | 32 |
|
|
2019
Q2 | $141K | Sell |
1,868
-552
| -23% | -$41.7K | 0.11% | 35 |
|
|
2019
Q1 | $178K | Sell |
2,420
-146
| -6% | -$10.7K | 0.15% | 34 |
|
|
2018
Q4 | $172K | Sell |
2,566
-18
| -0.7% | -$1.21K | 0.17% | 33 |
|
|
2018
Q3 | $173K | Hold |
2,584
| – | – | 0.15% | 27 |
|
|
2018
Q2 | $170K | Buy |
+2,584
| New | +$170K | 0.16% | 29 |
|
|
2017
Q3 | $176K | Buy |
+2,648
| New | +$176K | 0.16% | 30 |
|