Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-342
| Closed | -$12.7K | – | 1384 |
|
|
2023
Q3 | $12.7K | Sell |
342
-557
| -62% | -$20.7K | ﹤0.01% | 747 |
|
|
2023
Q2 | $36.8K | Sell |
899
-1,127
| -56% | -$46.1K | ﹤0.01% | 465 |
|
|
2023
Q1 | $77.7K | Buy |
+2,026
| New | +$77.7K | 0.01% | 429 |
|
|
2021
Q4 | – | Sell |
-4,690
| Closed | -$226K | – | 345 |
|
|
2021
Q3 | $226K | Buy |
4,690
+85
| +2% | +$4.1K | 0.02% | 289 |
|
|
2021
Q2 | $229K | Buy |
+4,605
| New | +$229K | 0.02% | 282 |
|