VSR Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $874K | Buy |
13,314
+5,622
| +73% | +$369K | 0.14% | 189 |
|
|
2016
Q1 | $476K | Buy |
+7,692
| New | +$476K | 0.05% | 333 |
|
|
2015
Q1 | – | Sell |
-3,952
| Closed | -$234K | – | 578 |
|
|
2014
Q4 | $234K | Buy |
+3,952
| New | +$234K | 0.03% | 486 |
|
|
2013
Q3 | – | Sell |
-13,220
| Closed | -$625K | – | 554 |
|
|
2013
Q2 | $625K | Buy |
+13,220
| New | +$625K | 0.12% | 198 |
|