Tradition Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-106
| Closed | -$4K | – | 767 |
|
2023
Q4 | $4K | Sell |
106
-517
| -83% | -$19.5K | ﹤0.01% | 1185 |
|
2023
Q3 | $23K | Hold |
623
| – | – | ﹤0.01% | 807 |
|
2023
Q2 | $25K | Buy |
623
+6
| +1% | +$241 | ﹤0.01% | 820 |
|
2023
Q1 | $24K | Hold |
617
| – | – | ﹤0.01% | 792 |
|
2022
Q4 | $21K | Hold |
617
| – | – | ﹤0.01% | 740 |
|
2022
Q3 | $21K | Hold |
617
| – | – | ﹤0.01% | 743 |
|
2022
Q2 | $23K | Sell |
617
-43
| -7% | -$1.6K | ﹤0.01% | 622 |
|
2022
Q1 | $31K | Hold |
660
| – | – | ﹤0.01% | 621 |
|
2021
Q4 | $36K | Hold |
660
| – | – | ﹤0.01% | 610 |
|
2021
Q3 | $32K | Hold |
660
| – | – | ﹤0.01% | 627 |
|
2021
Q2 | $33K | Sell |
660
-9
| -1% | -$450 | ﹤0.01% | 640 |
|
2021
Q1 | $31K | Buy |
669
+169
| +34% | +$7.83K | 0.01% | 542 |
|
2020
Q4 | $22K | Buy |
+500
| New | +$22K | ﹤0.01% | 573 |
|