Baystate Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $11.6K | Buy |
324
+3
| +0.9% | +$107 | ﹤0.01% | 691 |
|
|
2023
Q3 | $11.9K | Sell |
321
-5
| -2% | -$186 | ﹤0.01% | 549 |
|
|
2023
Q2 | $13.3K | Buy |
326
+4
| +1% | +$164 | ﹤0.01% | 520 |
|
|
2023
Q1 | $12.4K | Buy |
322
+1
| +0.3% | +$38 | ﹤0.01% | 524 |
|
|
2022
Q4 | $11K | Buy |
321
+2
| +0.6% | +$69 | ﹤0.01% | 554 |
|
|
2022
Q3 | $11K | Hold |
319
| – | – | ﹤0.01% | 522 |
|
|
2022
Q2 | $12K | Sell |
319
-179
| -36% | -$6.73K | ﹤0.01% | 531 |
|
|
2022
Q1 | $23K | Sell |
498
-158
| -24% | -$7.3K | ﹤0.01% | 429 |
|
|
2021
Q4 | $36K | Buy |
656
+343
| +110% | +$18.8K | ﹤0.01% | 370 |
|
|
2021
Q3 | $15K | Buy |
313
+205
| +190% | +$9.82K | ﹤0.01% | 473 |
|
|
2021
Q2 | $5K | Hold |
108
| – | – | ﹤0.01% | 571 |
|
|
2021
Q1 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 515 |
|