Beam Wealth Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-28,308
| Closed | -$737K | – | 101 |
|
|
2023
Q2 | $737K | Hold |
28,308
| – | – | 0.51% | 39 |
|
|
2023
Q1 | $675K | Sell |
28,308
-818
| -3% | -$19.5K | 0.68% | 43 |
|
|
2022
Q4 | $579K | Sell |
29,126
-130
| -0.4% | -$2.58K | 0.6% | 49 |
|
|
2022
Q3 | $589K | Hold |
29,256
| – | – | 0.66% | 52 |
|
|
2022
Q2 | $628K | Sell |
29,256
-3,460
| -11% | -$74.3K | 0.7% | 50 |
|
|
2022
Q1 | $902K | Buy |
32,716
+1,712
| +6% | +$47.2K | 1.04% | 33 |
|
|
2021
Q4 | $947K | Buy |
31,004
+22,684
| +273% | +$693K | 1.08% | 32 |
|
|
2021
Q3 | $228K | Sell |
8,320
-333
| -4% | -$9.13K | 0.2% | 124 |
|
|
2021
Q2 | $245K | Hold |
8,653
| – | – | 0.21% | 119 |
|
|
2021
Q1 | $230K | Buy |
+8,653
| New | +$230K | 0.21% | 119 |
|