Beam Wealth Advisors’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
2021
Q2
Sell
2021
Q1
$811K Sell
2020
Q4
$880K Sell
2020
Q3
$976K Buy
2020
Q2
$873K Buy
2020
Q1
$696K Buy