Laidlaw Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,429
| Closed | -$480K | – | 98 |
|
|
2024
Q4 | $480K | Sell |
16,429
-563
| -3% | -$16.5K | 0.21% | 110 |
|
|
2024
Q3 | $540K | Buy |
16,992
+1,326
| +8% | +$42.1K | 0.27% | 108 |
|
|
2024
Q2 | $447K | Buy |
15,666
+52
| +0.3% | +$1.48K | 0.25% | 115 |
|
|
2024
Q1 | $491K | Buy |
15,614
+6,644
| +74% | +$209K | 0.27% | 108 |
|
|
2023
Q4 | $320K | Sell |
8,970
-10,217
| -53% | -$365K | 0.12% | 176 |
|
|
2023
Q3 | $714K | Sell |
19,187
-2,621
| -12% | -$97.5K | 0.24% | 104 |
|
|
2023
Q2 | $892K | Sell |
21,808
-188
| -0.9% | -$7.69K | 0.17% | 131 |
|
|
2023
Q1 | $844K | Buy |
21,996
+1,647
| +8% | +$63.2K | 0.17% | 141 |
|
|
2022
Q4 | $688K | Buy |
+20,349
| New | +$688K | 0.15% | 157 |
|
|
2022
Q3 | – | Sell |
-5,564
| Closed | -$205K | – | 342 |
|
|
2022
Q2 | $205K | Hold |
5,564
| – | – | 0.04% | 343 |
|
|
2022
Q1 | $258K | Hold |
5,564
| – | – | 0.04% | 325 |
|
|
2021
Q4 | $302K | Buy |
5,564
+817
| +17% | +$44.3K | 0.05% | 307 |
|
|
2021
Q3 | $229K | Sell |
4,747
-322
| -6% | -$15.5K | 0.06% | 219 |
|
|
2021
Q2 | $252K | Sell |
5,069
-853
| -14% | -$42.4K | 0.07% | 211 |
|
|
2021
Q1 | $273K | Buy |
+5,922
| New | +$273K | 0.09% | 172 |
|