HFA
Highland Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,558
| Closed | -$244K | – | 56 |
|
|
2024
Q2 | $244K | Sell |
8,558
-80
| -0.9% | -$2.28K | 0.09% | 52 |
|
|
2024
Q1 | $271K | Sell |
8,638
-2,703
| -24% | -$84.8K | 0.11% | 43 |
|
|
2023
Q4 | $405K | Sell |
11,341
-1,433
| -11% | -$51.2K | 0.18% | 37 |
|
|
2023
Q3 | $475K | Buy |
12,774
+177
| +1% | +$6.58K | 0.25% | 32 |
|
|
2023
Q2 | $515K | Buy |
12,597
+1,219
| +11% | +$49.8K | 0.27% | 32 |
|
|
2023
Q1 | $436K | Buy |
11,378
+274
| +2% | +$10.5K | 0.24% | 35 |
|
|
2022
Q4 | $376K | Sell |
11,104
-898
| -7% | -$30.4K | 0.22% | 35 |
|
|
2022
Q3 | $401K | Buy |
12,002
+1,997
| +20% | +$66.7K | 0.28% | 40 |
|
|
2022
Q2 | $368K | Buy |
+10,005
| New | +$368K | 0.25% | 41 |
|