SOA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-311
| Closed | -$9.74K | – | 868 |
|
|
2024
Q1 | $9.74K | Buy |
311
+2
| +0.6% | +$63 | ﹤0.01% | 544 |
|
|
2023
Q4 | $8.67K | Buy |
309
+4
| +1% | +$112 | ﹤0.01% | 545 |
|
|
2023
Q3 | $9.16K | Buy |
305
+3
| +1% | +$90 | ﹤0.01% | 535 |
|
|
2023
Q2 | $8.27K | Buy |
302
+2
| +0.7% | +$55 | ﹤0.01% | 560 |
|
|
2023
Q1 | $8.34K | Buy |
+300
| New | +$8.34K | ﹤0.01% | 554 |
|