Windsor Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-312
| Closed | -$16K | – | 242 |
|
|
2015
Q3 | $16K | Buy |
+312
| New | +$16K | 0.01% | 287 |
|
|
2014
Q1 | – | Sell |
-474
| Closed | -$23K | – | 172 |
|
|
2013
Q4 | $23K | Hold |
474
| – | – | 0.01% | 253 |
|
|
2013
Q3 | $22K | Sell |
474
-130
| -22% | -$6.03K | 0.01% | 269 |
|
|
2013
Q2 | $29K | Buy |
+604
| New | +$29K | 0.02% | 220 |
|