Kovack 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,470
| Closed | -$281K | – | 495 |
|
|
2019
Q4 | $281K | Buy |
+3,470
| New | +$281K | 0.05% | 366 |
|
|
2018
Q1 | – | Sell |
-3,198
| Closed | -$212K | – | 496 |
|
|
2017
Q4 | $212K | Sell |
3,198
-5,380
| -63% | -$357K | 0.05% | 396 |
|
|
2017
Q3 | $570K | Buy |
8,578
+4,296
| +100% | +$285K | 0.19% | 131 |
|
|
2017
Q2 | $278K | Buy |
+4,282
| New | +$278K | 0.09% | 267 |
|