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Saxony Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Saxony Capital Management’s Portfolio IDU Stock Details IDU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,088
Closed -$297K – 129
2024
Q4 		$297K Buy
3,088
+212
+7% +$20.4K 0.26% 89
2024
Q3 		$293K Sell
2,876
-3,559
-55% -$363K 0.27% 92
2024
Q2 		$566K Buy
+6,435
New +$566K 0.62% 41