Ullmann Wealth Partners Group’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
-556
Closed -$36K 81
2017
Q2
$36K Hold
556
0.03% 99
2017
Q1
$35K Buy
+556
New +$35K 0.03% 91