LWM
LBA Wealth Management’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $234K | Buy |
1,825
+425
| +30% | +$54.5K | 0.12% | 100 |
|
|
2016
Q4 | $171K | Sell |
1,400
-65
| -4% | -$7.94K | 0.09% | 111 |
|
|
2016
Q3 | $180K | Hold |
1,465
| – | – | 0.1% | 116 |
|
|
2016
Q2 | $192K | Sell |
1,465
-25
| -2% | -$3.28K | 0.11% | 109 |
|
|
2016
Q1 | $184K | Sell |
1,490
-75
| -5% | -$9.26K | 0.11% | 112 |
|
|
2015
Q4 | $169K | Buy |
1,565
+75
| +5% | +$8.1K | 0.1% | 125 |
|
|
2015
Q3 | $161K | Buy |
1,490
+65
| +5% | +$7.02K | 0.1% | 120 |
|
|
2015
Q2 | $148K | Hold |
1,425
| – | – | 0.09% | 109 |
|
|
2015
Q1 | $159K | Sell |
1,425
-25
| -2% | -$2.79K | 0.1% | 107 |
|
|
2014
Q4 | $171K | Sell |
1,450
-350
| -19% | -$41.3K | 0.11% | 108 |
|
|
2014
Q3 | $189K | Sell |
1,800
-540
| -23% | -$56.7K | 0.13% | 86 |
|
|
2014
Q2 | $261K | Sell |
2,340
-90
| -4% | -$10K | 0.21% | 67 |
|
|
2014
Q1 | $253K | Hold |
2,430
| – | – | 0.21% | 68 |
|
|
2013
Q4 | $233K | Buy |
+2,430
| New | +$233K | 0.19% | 68 |
|