APWA
Atlas Private Wealth Advisors’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
Q1 | – | Sell |
-12,596
| Closed | -$311K | – | 122 |
|
|
2023
Q4 | $311K | Sell |
12,596
-1,396
| -10% | -$34.4K | 0.06% | 118 |
|
|
2023
Q3 | $329K | Sell |
13,992
-1,051
| -7% | -$24.7K | 0.06% | 137 |
|
|
2023
Q2 | $392K | Buy |
15,043
+6,626
| +79% | +$173K | 0.08% | 124 |
|
|
2023
Q1 | $201K | Buy |
+8,417
| New | +$201K | 0.09% | 123 |
|
|
2022
Q2 | – | Sell |
-7,665
| Closed | -$211K | – | 133 |
|
|
2022
Q1 | $211K | Buy |
+7,665
| New | +$211K | 0.09% | 128 |
|
|
2021
Q4 | – | Sell |
-5,558
| Closed | -$152K | – | 301 |
|
|
2021
Q3 | $152K | Buy |
5,558
+290
| +6% | +$7.93K | 0.08% | 146 |
|
|
2021
Q2 | $149K | Buy |
5,268
+594
| +13% | +$16.8K | 0.08% | 131 |
|
|
2021
Q1 | $124K | Buy |
4,674
+2,174
| +87% | +$57.7K | 0.07% | 143 |
|
|
2020
Q4 | $60K | Buy |
+2,500
| New | +$60K | 0.04% | 198 |
|