Beacon Capital Management LLC (Tennessee)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Buy |
102
+1
| +1% | +$104 | ﹤0.01% | 623 |
|
|
2025
Q1 | $10.3K | Hold |
101
| – | – | ﹤0.01% | 620 |
|
|
2024
Q4 | $9.69K | Hold |
101
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $10.3K | Buy |
101
+1
| +1% | +$102 | ﹤0.01% | 639 |
|
|
2024
Q2 | $8.79K | Hold |
100
| – | – | ﹤0.01% | 594 |
|
|
2024
Q1 | $8.45K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2023
Q4 | $7.36K | Hold |
100
| – | – | ﹤0.01% | 587 |
|
|
2023
Q3 | $8.18K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $8.18K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $8.37K | Hold |
100
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $8.65K | Sell |
100
-210
| -68% | -$18.2K | ﹤0.01% | 531 |
|
|
2022
Q3 | $27K | Hold |
310
| – | – | 0.01% | 292 |
|
|
2022
Q2 | $28K | Hold |
310
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $28K | Buy |
+310
| New | +$28K | 0.01% | 328 |
|