TAG
IPU
Tactical Allocation Group’s SPDR S&P International Utilities Sector IPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-11,070
| Closed | -$208K | – | 25 |
|
|
2014
Q3 | $208K | Sell |
11,070
-433
| -4% | -$8.14K | 0.11% | 18 |
|
|
2014
Q2 | $231K | Sell |
11,503
-6,347
| -36% | -$127K | 0.1% | 23 |
|
|
2014
Q1 | $344K | Sell |
17,850
-6,375
| -26% | -$123K | 0.15% | 20 |
|
|
2013
Q4 | $439K | Buy |
24,225
+4,548
| +23% | +$82.4K | 0.16% | 18 |
|
|
2013
Q3 | $349K | Buy |
19,677
+540
| +3% | +$9.58K | 0.15% | 16 |
|
|
2013
Q2 | $314K | Buy |
+19,137
| New | +$314K | 0.1% | 17 |
|