Valley Wealth Managers’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
2014
Q2
Sell
-4,200
Closed -$219K 113
2014
Q1
$219K Hold
4,200
0.04% 99
2013
Q4
$201K Buy
+4,200
New +$201K 0.04% 99
2013
Q3
Sell
-4,276
Closed -$202K 101
2013
Q2
$202K Buy
+4,276
New +$202K 0.05% 99