MSI Financial Services’s ISHARES TR UTILITIES SECTOR BD ETF AMPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,213
| Closed | -$118K | – | 3413 |
|
|
2015
Q1 | $118K | Buy |
2,213
+2
| +0.1% | +$107 | 0.01% | 952 |
|
|
2014
Q4 | $116K | Buy |
2,211
+562
| +34% | +$29.5K | 0.01% | 759 |
|
|
2014
Q3 | $84K | Sell |
1,649
-66
| -4% | -$3.36K | 0.01% | 881 |
|
|
2014
Q2 | $87K | Buy |
1,715
+675
| +65% | +$34.2K | 0.01% | 859 |
|
|
2014
Q1 | $52K | Buy |
+1,040
| New | +$52K | 0.01% | 1017 |
|