Osborn Williams & Donohoe’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $1M | Buy |
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2019
Q4 | $1.17M | Sell |
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2019
Q3 | $1.82M | Hold |
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2019
Q2 | $1.69M | Sell |
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2019
Q1 | $1.65M | Buy |
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2018
Q4 | $877K | Sell |
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2018
Q3 | $943K | Hold |
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2018
Q2 | $928K | Sell |
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2018
Q1 | $1.2M | Hold |
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2017
Q4 | $1.25M | Sell |
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2017
Q3 | $1.26M | Hold |
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2017
Q2 | $1.23M | Sell |
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2017
Q1 | $1.35M | Sell |
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2016
Q4 | $1.41M | Hold |
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2016
Q3 | $1.41M | Sell |
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2016
Q2 | $1.69M | Hold |
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2016
Q1 | $1.59M | Hold |
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2015
Q4 | $1.39M | Sell |
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2015
Q3 | $1.39M | Sell |
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2015
Q2 | $1.44M | Hold |
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2015
Q1 | $1.53M | Sell |
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2014
Q4 | $2.79M | Sell |
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2014
Q3 | $2.78M | Hold |
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2014
Q2 | $2.85M | Sell |
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2014
Q1 | $2.77M | Buy |
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2013
Q4 | $2.5M | Hold |
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2013
Q3 | $2.45M | Buy |
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2013
Q2 | $2.45M | Buy |
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