MWM
Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-165
| Closed | -$4.82K | – | 480 |
|
|
2025
Q1 | $4.82K | Sell |
165
-692
| -81% | -$20.2K | ﹤0.01% | 402 |
|
|
2024
Q4 | $25.1K | Hold |
857
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $27.2K | Hold |
857
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $24.4K | Hold |
857
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $26.9K | Hold |
857
| – | – | 0.01% | 234 |
|
|
2023
Q4 | $30.6K | Hold |
857
| – | – | 0.01% | 231 |
|
|
2023
Q3 | $31.9K | Hold |
857
| – | – | 0.01% | 225 |
|
|
2023
Q2 | $36.1K | Hold |
857
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $31.2K | Buy |
857
+95
| +12% | +$3.45K | 0.01% | 286 |
|
|
2022
Q4 | $25.8K | Buy |
+762
| New | +$25.8K | 0.01% | 303 |
|