WBI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,955
| Closed | -$532K | – | 151 |
|
|
2022
Q1 | $532K | Buy |
5,955
+1,213
| +26% | +$108K | 0.09% | 141 |
|
|
2021
Q4 | $410K | Sell |
4,742
-2,311
| -33% | -$200K | 0.07% | 146 |
|
|
2021
Q3 | $550K | Buy |
7,053
+1,331
| +23% | +$104K | 0.09% | 127 |
|
|
2021
Q2 | $449K | Sell |
5,722
-2,815
| -33% | -$221K | 0.07% | 128 |
|
|
2021
Q1 | $679K | Buy |
8,537
+5,527
| +184% | +$440K | 0.11% | 121 |
|
|
2020
Q4 | $234K | Buy |
+3,010
| New | +$234K | 0.04% | 162 |
|