J.W. Cole Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,996
| Closed | -$335K | – | 833 |
|
|
2023
Q3 | $335K | Buy |
8,996
+1,238
| +16% | +$46K | 0.02% | 531 |
|
|
2023
Q2 | $317K | Sell |
7,758
-1,832
| -19% | -$74.9K | 0.02% | 556 |
|
|
2023
Q1 | $368K | Buy |
9,590
+2,316
| +32% | +$88.8K | 0.03% | 533 |
|
|
2022
Q4 | $246K | Buy |
+7,274
| New | +$246K | 0.02% | 626 |
|
|
2022
Q2 | – | Sell |
-4,350
| Closed | -$202K | – | 767 |
|
|
2022
Q1 | $202K | Buy |
+4,350
| New | +$202K | 0.01% | 751 |
|