LBA Wealth Management’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $234K | Buy |
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|
2016
Q4 | $171K | Sell |
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|
2016
Q3 | $180K | Hold |
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|
2016
Q2 | $192K | Sell |
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|
2016
Q1 | $184K | Sell |
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|
2015
Q4 | $169K | Buy |
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|
2015
Q3 | $161K | Buy |
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|
2015
Q2 | $148K | Hold |
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|
2015
Q1 | $159K | Sell |
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|
2014
Q4 | $171K | Sell |
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|
2014
Q3 | $189K | Sell |
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|
2014
Q2 | $261K | Sell |
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|
2014
Q1 | $253K | Hold |
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|
2013
Q4 | $233K | Buy |
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