Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,195
| Closed | -$811K | – | 145 |
|
|
2021
Q1 | $811K | Sell |
10,195
-1,139
| -10% | -$90.6K | 0.72% | 49 |
|
|
2020
Q4 | $880K | Sell |
11,334
-2,030
| -15% | -$158K | 0.83% | 41 |
|
|
2020
Q3 | $976K | Buy |
13,364
+1,056
| +9% | +$77.1K | 0.91% | 33 |
|
|
2020
Q2 | $873K | Buy |
12,308
+2,234
| +22% | +$158K | 0.88% | 37 |
|
|
2020
Q1 | $696K | Buy |
+10,074
| New | +$696K | 0.69% | 44 |
|