TWA
TCI Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-180
| Closed | -$15K | – | 2404 |
|
|
2022
Q2 | $15K | Buy |
+180
| New | +$15K | ﹤0.01% | 765 |
|
|
2021
Q1 | – | Sell |
-70
| Closed | -$5K | – | 2168 |
|
|
2020
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 849 |
|
|
2014
Q2 | – | Sell |
-35
| Closed | -$4K | – | 910 |
|
|
2014
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 599 |
|
|
2013
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 648 |
|