Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23,220
| Closed | -$1.6M | – | 82 |
|
|
2020
Q1 | $1.6M | Buy |
+23,220
| New | +$1.6M | 1.93% | 17 |
|
|
2019
Q4 | – | Sell |
-25,180
| Closed | -$2.05M | – | 81 |
|
|
2019
Q3 | $2.05M | Sell |
25,180
-2,870
| -10% | -$234K | 1.81% | 10 |
|
|
2019
Q2 | $2.12M | Buy |
+28,050
| New | +$2.12M | 1.75% | 15 |
|
|
2017
Q3 | – | Sell |
-27,270
| Closed | -$1.77M | – | 73 |
|
|
2017
Q2 | $1.77M | Buy |
+27,270
| New | +$1.77M | 0.99% | 26 |
|