Three Seasons Wealth’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
Q1
Sell
-68,510
Closed -$6.59M 118
2024
Q4
$6.59M Buy
68,510
+8,910
+15% +$857K 3.21% 7
2024
Q3
$6.08M Buy
59,600
+8,649
+17% +$882K 3.2% 6
2024
Q2
$4.48M Buy
+50,951
New +$4.48M 2.48% 11