Syntal Capital Partners’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
Q4 | – | Sell |
-23,650
| Closed | -$1.93M | – | 144 |
|
|
2019
Q3 | $1.93M | Hold |
23,650
| – | – | 0.5% | 40 |
|
|
2019
Q2 | $1.78M | Buy |
+23,650
| New | +$1.78M | 0.38% | 59 |
|
|
2014
Q3 | – | Sell |
-23,650
| Closed | -$1.23M | – | 213 |
|
|
2014
Q2 | $1.23M | Hold |
23,650
| – | – | 0.6% | 16 |
|
|
2014
Q1 | $1.23K | Buy |
+23,650
| New | +$1.23K | 0.72% | 22 |
|