EP Wealth Advisors’s Strive US Energy ETF DRLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
19,251
+169
| +0.9% | +$4.59K | ﹤0.01% | 766 |
|
|
2025
Q1 | $567K | Hold |
19,082
| – | – | ﹤0.01% | 662 |
|
|
2024
Q4 | $520K | Sell |
19,082
-1,021
| -5% | -$27.8K | ﹤0.01% | 683 |
|
|
2024
Q3 | $565K | Buy |
20,103
+286
| +1% | +$8.03K | ﹤0.01% | 652 |
|
|
2024
Q2 | $593K | Buy |
+19,817
| New | +$593K | 0.01% | 496 |
|