YorkBridge Wealth Partners’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 | – | Sell |
-500
| Closed | -$38K | – | 392 |
|
|
2019
Q2 | $38K | Hold |
500
| – | – | 0.02% | 398 |
|
|
2019
Q1 | $37K | Hold |
500
| – | – | 0.02% | 390 |
|
|
2018
Q4 | $34K | Hold |
500
| – | – | 0.02% | 367 |
|
|
2018
Q3 | $33K | Hold |
500
| – | – | 0.02% | 409 |
|
|
2018
Q2 | $33K | Hold |
500
| – | – | 0.01% | 416 |
|
|
2018
Q1 | $31K | Hold |
500
| – | – | 0.01% | 424 |
|
|
2017
Q4 | $31K | Sell |
500
-100
| -17% | -$6.2K | 0.02% | 425 |
|
|
2017
Q3 | $40K | Hold |
600
| – | – | 0.02% | 401 |
|
|
2017
Q2 | $39K | Hold |
600
| – | – | 0.02% | 399 |
|
|
2017
Q1 | $39K | Hold |
600
| – | – | 0.02% | 399 |
|
|
2016
Q4 | $36K | Buy |
+600
| New | +$36K | 0.02% | 398 |
|