Winslow Evans & Crocker’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 | – | Sell |
|
|||||
|
2017
Q1 | $18K | Sell |
|
|||||
|
2016
Q4 | $28.5K | Hold |
|
|||||
|
2016
Q3 | $28.7K | Hold |
|
|||||
|
2016
Q2 | $30.7K | Hold |
|
|||||
|
2016
Q1 | $28.9K | Hold |
|
|||||
|
2015
Q4 | $25.3K | Hold |
|
|||||
|
2015
Q3 | $25.2K | Sell |
|
|||||
|
2015
Q2 | $38.8K | Hold |
|
|||||
|
2015
Q1 | $41.8K | Hold |
|
|||||
|
2014
Q4 | $44.2K | Hold |
|
|||||
|
2014
Q3 | $39.4K | Sell |
|
|||||
|
2014
Q2 | $1.04M | Buy |
|
|||||
|
2014
Q1 | $56.1K | Hold |
|
|||||
|
2013
Q4 | $52K | Buy |
|