Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-404
| Closed | -$29K | – | 1704 |
|
|
2020
Q3 | $29K | Buy |
404
+4
| +1% | +$287 | ﹤0.01% | 796 |
|
|
2020
Q2 | $28K | Hold |
400
| – | – | ﹤0.01% | 893 |
|
|
2020
Q1 | $30K | Hold |
400
| – | – | ﹤0.01% | 738 |
|
|
2019
Q4 | $32K | Hold |
400
| – | – | ﹤0.01% | 781 |
|
|
2019
Q3 | $33K | Hold |
400
| – | – | ﹤0.01% | 706 |
|
|
2019
Q2 | $30K | Hold |
400
| – | – | ﹤0.01% | 733 |
|
|
2019
Q1 | $29K | Buy |
+400
| New | +$29K | ﹤0.01% | 672 |
|