AWM
Accel Wealth Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,015
| Closed | -$445K | – | 250 |
|
|
2024
Q1 | $445K | Sell |
18,015
-370
| -2% | -$9.14K | 0.19% | 116 |
|
|
2023
Q4 | $454K | Hold |
18,385
| – | – | 0.23% | 108 |
|
|
2023
Q3 | $432K | Sell |
18,385
-51
| -0.3% | -$1.2K | 0.24% | 99 |
|
|
2023
Q2 | $480K | Buy |
18,436
+2,360
| +15% | +$61.5K | 0.26% | 94 |
|
|
2023
Q1 | $383K | Buy |
16,076
+2,007
| +14% | +$47.8K | 0.16% | 141 |
|
|
2022
Q4 | $280K | Sell |
14,069
-100
| -0.7% | -$1.99K | 0.13% | 126 |
|
|
2022
Q3 | $308K | Hold |
14,169
| – | – | 0.16% | 120 |
|
|
2022
Q2 | $309K | Sell |
14,169
-274
| -2% | -$5.98K | 0.18% | 108 |
|
|
2022
Q1 | $398K | Buy |
14,443
+205
| +1% | +$5.65K | 0.21% | 94 |
|
|
2021
Q4 | $435K | Buy |
14,238
+13,238
| +1,324% | +$404K | 0.21% | 87 |
|
|
2021
Q3 | $27K | Sell |
1,000
-9,260
| -90% | -$250K | 0.02% | 439 |
|
|
2021
Q2 | $290K | Buy |
10,260
+3,400
| +50% | +$96.1K | 0.19% | 102 |
|
|
2021
Q1 | $182K | Buy |
6,860
+6,460
| +1,615% | +$171K | 0.15% | 145 |
|
|
2020
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 612 |
|