Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-556
| Closed | -$33K | – | 999 |
|
|
2014
Q4 | $33K | Buy |
556
+24
| +5% | +$1.42K | 0.01% | 454 |
|
|
2014
Q3 | $28K | Sell |
532
-76
| -13% | -$4K | 0.01% | 498 |
|
|
2014
Q2 | $34K | Buy |
608
+76
| +14% | +$4.25K | 0.01% | 449 |
|
|
2014
Q1 | $28K | Hold |
532
| – | – | 0.01% | 443 |
|
|
2013
Q4 | $25K | Sell |
532
-20,640
| -97% | -$970K | 0.01% | 408 |
|
|
2013
Q3 | $994K | Buy |
21,172
+17,568
| +487% | +$825K | 0.58% | 68 |
|
|
2013
Q2 | $172K | Buy |
+3,604
| New | +$172K | 0.1% | 167 |
|