Wealth & Pension Services 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
2019
Q3
$1.41M Buy
17,324
+12,430
+254% +$1.01M 1.02% 30
2019
Q2
$369K Hold
4,894
0.27% 84
2019
Q1
$360K Buy
+4,894
New +$360K 0.28% 83