Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,590
| Closed | -$144K | – | 443 |
|
|
2014
Q2 | $144K | Sell |
2,590
-200
| -7% | -$11.1K | 0.06% | 195 |
|
|
2014
Q1 | $145K | Hold |
2,790
| – | – | 0.06% | 177 |
|
|
2013
Q4 | $134K | Hold |
2,790
| – | – | 0.06% | 187 |
|
|
2013
Q3 | $131K | Hold |
2,790
| – | – | 0.07% | 166 |
|
|
2013
Q2 | $132K | Buy |
+2,790
| New | +$132K | 0.06% | 133 |
|