Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,569
| Closed | -$95K | – | 1099 |
|
|
2022
Q2 | $95K | Hold |
2,569
| – | – | 0.02% | 561 |
|
|
2022
Q1 | $119K | Sell |
2,569
-334
| -12% | -$15.5K | 0.02% | 536 |
|
|
2021
Q4 | $157K | Sell |
2,903
-76
| -3% | -$4.11K | 0.03% | 523 |
|
|
2021
Q3 | $143K | Hold |
2,979
| – | – | 0.03% | 541 |
|
|
2021
Q2 | $148K | Hold |
2,979
| – | – | 0.03% | 504 |
|
|
2021
Q1 | $137K | Buy |
+2,979
| New | +$137K | 0.03% | 476 |
|