HP
Holistic Planning’s Strive US Energy ETF DRLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
21,714
+30
| +0.1% | +$814 | 0.17% | 104 |
|
|
2025
Q1 | $644K | Buy |
21,684
+1,486
| +7% | +$44.1K | 0.22% | 82 |
|
|
2024
Q4 | $551K | Buy |
20,198
+9,857
| +95% | +$269K | 0.2% | 93 |
|
|
2024
Q3 | $290K | Buy |
10,341
+955
| +10% | +$26.8K | 0.12% | 119 |
|
|
2024
Q2 | $294K | Hold |
9,386
| – | – | 0.23% | 86 |
|
|
2024
Q1 | $294K | Sell |
9,386
-211
| -2% | -$6.61K | 0.22% | 86 |
|
|
2023
Q4 | $269K | Buy |
+9,597
| New | +$269K | 0.23% | 90 |
|