Beacon Financial Advisory’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
2020
Q1
Sell
-2,478
Closed -$200K 147
2019
Q4
$200K Buy
+2,478
New +$200K 0.17% 157