KWM
Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,824
| Closed | -$806K | – | 914 |
|
|
2022
Q4 | $806K | Buy |
23,824
+5,005
| +27% | +$169K | 0.04% | 388 |
|
|
2022
Q3 | $629K | Sell |
18,819
-14,995
| -44% | -$501K | 0.03% | 447 |
|
|
2022
Q2 | $1.25M | Buy |
33,814
+288
| +0.9% | +$10.6K | 0.06% | 306 |
|
|
2022
Q1 | $1.56M | Buy |
33,526
+1,659
| +5% | +$77K | 0.07% | 288 |
|
|
2021
Q4 | $1.73M | Sell |
31,867
-1,717
| -5% | -$93.1K | 0.07% | 270 |
|
|
2021
Q3 | $1.62M | Sell |
33,584
-5,155
| -13% | -$248K | 0.08% | 267 |
|
|
2021
Q2 | $1.92M | Buy |
38,739
+2,167
| +6% | +$107K | 0.09% | 228 |
|
|
2021
Q1 | $1.71M | Buy |
+36,572
| New | +$1.71M | 0.1% | 217 |
|