CWP
Concord Wealth Partners’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
Q4 | – | Sell |
-300
| Closed | -$7.04K | – | 939 |
|
|
2024
Q3 | $7.04K | Buy |
+300
| New | +$7.04K | ﹤0.01% | 591 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$9.88K | – | 864 |
|
|
2024
Q1 | $9.88K | Buy |
+400
| New | +$9.88K | ﹤0.01% | 572 |
|
|
2023
Q4 | – | Sell |
-550
| Closed | -$12.9K | – | 872 |
|
|
2023
Q3 | $12.9K | Hold |
550
| – | – | ﹤0.01% | 576 |
|
|
2023
Q2 | $14.3K | Sell |
550
-150
| -21% | -$3.91K | ﹤0.01% | 552 |
|
|
2023
Q1 | $16.7K | Hold |
700
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $13.9K | Buy |
+700
| New | +$13.9K | ﹤0.01% | 589 |
|
|
2022
Q3 | – | Sell |
-700
| Closed | -$15K | – | 404 |
|
|
2022
Q2 | $15K | Hold |
700
| – | – | ﹤0.01% | 603 |
|
|
2022
Q1 | $19K | Hold |
700
| – | – | ﹤0.01% | 639 |
|
|
2021
Q4 | $21K | Hold |
700
| – | – | 0.01% | 630 |
|
|
2021
Q3 | $19K | Hold |
700
| – | – | 0.01% | 381 |
|
|
2021
Q2 | $20K | Hold |
700
| – | – | 0.01% | 500 |
|
|
2021
Q1 | $19K | Hold |
700
| – | – | 0.01% | 481 |
|
|
2020
Q4 | $17K | Buy |
+700
| New | +$17K | 0.01% | 326 |
|