Phillips Financial 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
2023
Q2
Sell
-882
Closed -$33.8K 238
2023
Q1
$33.8K Hold
882
﹤0.01% 202
2022
Q4
$29.8K Sell
882
-222
-20% -$7.51K ﹤0.01% 192
2022
Q3
$37K Buy
+1,104
New +$37K ﹤0.01% 180