Pacific Capital Wealth Advisors’s Strive US Energy ETF DRLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-369
| Closed | -$10.1K | – | 165 |
|
|
2024
Q4 | $10.1K | Buy |
369
+169
| +85% | +$4.61K | ﹤0.01% | 270 |
|
|
2024
Q3 | $5.62K | Hold |
200
| – | – | ﹤0.01% | 342 |
|
|
2024
Q2 | $5.99K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $6.26K | Sell |
200
-5,915
| -97% | -$185K | ﹤0.01% | 276 |
|
|
2023
Q4 | $172K | Sell |
6,115
-6,234
| -50% | -$175K | 0.04% | 67 |
|
|
2023
Q3 | $371K | Buy |
+12,349
| New | +$371K | 0.1% | 51 |
|