Smith Hayes Advisers’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $569K | Buy |
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|
2015
Q4 | $486K | Sell |
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|
2015
Q3 | $496K | Buy |
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|
2015
Q2 | $472K | Sell |
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|
2015
Q1 | $564K | Hold |
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|
2014
Q4 | $597K | Buy |
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|
2014
Q3 | $500K | Sell |
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|
2014
Q2 | $535K | Buy |
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|
2014
Q1 | $448K | Sell |
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|
2013
Q4 | $422K | Sell |
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|
2013
Q3 | $507K | Buy |
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|
2013
Q2 | $426K | Buy |
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