WR Wealth Planners’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
Q4 | $16.2K | Sell |
555
-587
| -51% | -$17.2K | 0.01% | 518 |
|
|
2024
Q3 | $36.3K | Sell |
1,142
-746
| -40% | -$23.7K | 0.01% | 383 |
|
|
2024
Q2 | $53.8K | Sell |
1,888
-653
| -26% | -$18.6K | 0.02% | 322 |
|
|
2024
Q1 | $79.9K | Sell |
2,541
-14,550
| -85% | -$457K | 0.02% | 278 |
|
|
2023
Q4 | $611K | Sell |
17,091
-2,739
| -14% | -$97.9K | 0.23% | 79 |
|
|
2023
Q3 | $737K | Sell |
19,830
-1,030
| -5% | -$38.3K | 0.28% | 62 |
|
|
2023
Q2 | $853K | Buy |
20,860
+86
| +0.4% | +$3.52K | 0.33% | 52 |
|
|
2023
Q1 | $797K | Sell |
20,774
-1,755
| -8% | -$67.3K | 0.34% | 49 |
|
|
2022
Q4 | $762K | Buy |
22,529
+902
| +4% | +$30.5K | 0.47% | 40 |
|
|
2022
Q3 | $723K | Buy |
21,627
+794
| +4% | +$26.6K | 0.51% | 35 |
|
|
2022
Q2 | $767K | Buy |
20,833
+850
| +4% | +$31.3K | 0.51% | 36 |
|
|
2022
Q1 | $928K | Buy |
+19,983
| New | +$928K | 0.55% | 35 |
|