Gerber Kawasaki Wealth & Investment Management’s Global X CleanTech ETF CTEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,031
| Closed | -$111K | – | 269 |
|
2023
Q3 | $111K | Sell |
2,031
-33,576
| -94% | -$1.84M | 0.01% | 246 |
|
2023
Q2 | $2.62M | Buy |
35,607
+2,507
| +8% | +$184K | 0.18% | 85 |
|
2023
Q1 | $2.63M | Buy |
33,100
+742
| +2% | +$59.1K | 0.21% | 80 |
|
2022
Q4 | $2.36M | Buy |
32,358
+16,478
| +104% | +$1.2M | 0.21% | 85 |
|
2022
Q3 | $1.1M | Buy |
15,880
+13,254
| +505% | +$921K | 0.1% | 108 |
|
2022
Q2 | $189K | Sell |
2,626
-1,673
| -39% | -$120K | 0.02% | 232 |
|
2022
Q1 | $357K | Sell |
4,299
-4,895
| -53% | -$406K | 0.03% | 182 |
|
2021
Q4 | $808K | Sell |
9,194
-11,428
| -55% | -$1M | 0.06% | 126 |
|
2021
Q3 | $1.92M | Buy |
20,622
+2,262
| +12% | +$211K | 0.25% | 54 |
|
2021
Q2 | $1.91M | Buy |
+18,360
| New | +$1.91M | 0.2% | 78 |
|