BCWM
Bartlett & Co Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
| Closed | -$19.2K | – | 1167 |
|
|
2023
Q1 | $19.2K | Hold |
500
| – | – | ﹤0.01% | 720 |
|
|
2022
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 746 |
|
|
2022
Q3 | $16.7K | Hold |
500
| – | – | ﹤0.01% | 733 |
|
|
2022
Q2 | $18.4K | Hold |
500
| – | – | ﹤0.01% | 750 |
|
|
2022
Q1 | $23.2K | Buy |
+500
| New | +$23.2K | ﹤0.01% | 714 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$21.6K | – | 1147 |
|
|
2020
Q4 | $21.6K | Hold |
500
| – | – | ﹤0.01% | 655 |
|
|
2020
Q3 | $16.7K | Buy |
+500
| New | +$16.7K | ﹤0.01% | 629 |
|