Concord Wealth Partners’s Strive US Energy ETF DRLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$14K | – | 940 |
|
|
2024
Q3 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 517 |
|
|
2024
Q2 | – | Sell |
-500
| Closed | -$15.7K | – | 865 |
|
|
2024
Q1 | $15.7K | Hold |
500
| – | – | ﹤0.01% | 520 |
|
|
2023
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 524 |
|
|
2023
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $13.7K | Hold |
500
| – | – | ﹤0.01% | 557 |
|
|
2023
Q1 | $13.9K | Hold |
500
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $14.7K | Buy |
+500
| New | +$14.7K | ﹤0.01% | 580 |
|