Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-346
| Closed | -$22K | – | 824 |
|
|
2017
Q2 | $22K | Hold |
346
| – | – | ﹤0.01% | 471 |
|
|
2017
Q1 | $22K | Hold |
346
| – | – | ﹤0.01% | 476 |
|
|
2016
Q4 | $21K | Hold |
346
| – | – | ﹤0.01% | 456 |
|
|
2016
Q3 | $21 | Sell |
346
-648
| -65% | -$39 | ﹤0.01% | 473 |
|
|
2016
Q2 | $65K | Hold |
994
| – | – | 0.01% | 307 |
|
|
2016
Q1 | $61K | Buy |
+994
| New | +$61K | 0.01% | 331 |
|