Rehmann Capital Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,296
| Closed | -$97.9K | – | 1869 |
|
|
2019
Q2 | $97.9K | Buy |
1,296
+834
| +181% | +$63K | 0.01% | 619 |
|
|
2019
Q1 | $34K | Sell |
462
-372
| -45% | -$27.4K | ﹤0.01% | 948 |
|
|
2018
Q4 | $56.1K | Buy |
834
+372
| +81% | +$25K | 0.01% | 559 |
|
|
2018
Q3 | $31K | Hold |
462
| – | – | ﹤0.01% | 982 |
|
|
2018
Q2 | $30.5K | Hold |
462
| – | – | ﹤0.01% | 957 |
|
|
2018
Q1 | $29K | Buy |
+462
| New | +$29K | ﹤0.01% | 951 |
|