WFG Advisors’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $82K | Buy |
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|
2017
Q1 | $79K | Buy |
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|
2016
Q4 | $74K | Buy |
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|
2016
Q3 | $74K | Buy |
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|
2016
Q2 | $79K | Sell |
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|
2016
Q1 | $87K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $108K | Buy |
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|
2015
Q2 | $24K | Buy |
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|
2015
Q1 | $25K | Sell |
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|
2014
Q4 | $88K | Buy |
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|
2014
Q3 | $73K | Sell |
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|
2014
Q2 | $101K | Buy |
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|
2014
Q1 | $72K | Sell |
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|
2013
Q4 | $75K | Sell |
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|
2013
Q3 | $4.48M | Buy |
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|
2013
Q2 | $3.77M | Buy |
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