Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-152
| Closed | -$11K | – | 1194 |
|
|
2019
Q1 | $11K | Hold |
152
| – | – | ﹤0.01% | 1488 |
|
|
2018
Q4 | $10K | Hold |
152
| – | – | ﹤0.01% | 1464 |
|
|
2018
Q3 | $10K | Hold |
152
| – | – | ﹤0.01% | 1518 |
|
|
2018
Q2 | $10K | Hold |
152
| – | – | ﹤0.01% | 1538 |
|
|
2018
Q1 | $10K | Hold |
152
| – | – | ﹤0.01% | 1571 |
|
|
2017
Q4 | $10K | Hold |
152
| – | – | ﹤0.01% | 1584 |
|
|
2017
Q3 | $10K | Hold |
152
| – | – | ﹤0.01% | 1574 |
|
|
2017
Q2 | $10K | Buy |
+152
| New | +$10K | ﹤0.01% | 1527 |
|