Grassi Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,608
| Closed | -$358K | – | 128 |
|
|
2024
Q4 | $358K | Sell |
15,608
-1,200
| -7% | -$27.5K | 0.03% | 104 |
|
|
2024
Q3 | $395K | Sell |
16,808
-1,877
| -10% | -$44.1K | 0.03% | 103 |
|
|
2024
Q2 | $439K | Hold |
18,685
| – | – | 0.04% | 103 |
|
|
2024
Q1 | $462K | Buy |
18,685
+28
| +0.2% | +$692 | 0.04% | 99 |
|
|
2023
Q4 | $460K | Buy |
18,657
+100
| +0.5% | +$2.47K | 0.05% | 95 |
|
|
2023
Q3 | $436K | Sell |
18,557
-381
| -2% | -$8.95K | 0.05% | 94 |
|
|
2023
Q2 | $493K | Sell |
18,938
-950
| -5% | -$24.7K | 0.05% | 89 |
|
|
2023
Q1 | $474K | Buy |
19,888
+119
| +0.6% | +$2.84K | 0.06% | 92 |
|
|
2022
Q4 | $393K | Sell |
19,769
-800
| -4% | -$15.9K | 0.05% | 95 |
|
|
2022
Q3 | $414K | Sell |
20,569
-535
| -3% | -$10.8K | 0.06% | 95 |
|
|
2022
Q2 | $453K | Sell |
21,104
-1,450
| -6% | -$31.1K | 0.06% | 96 |
|
|
2022
Q1 | $622K | Buy |
22,554
+304
| +1% | +$8.38K | 0.07% | 96 |
|
|
2021
Q4 | $679K | Buy |
22,250
+5,775
| +35% | +$176K | 0.07% | 99 |
|
|
2021
Q3 | $452K | Buy |
16,475
+1,075
| +7% | +$29.5K | 0.05% | 110 |
|
|
2021
Q2 | $436K | Buy |
15,400
+750
| +5% | +$21.2K | 0.05% | 111 |
|
|
2021
Q1 | $389K | Buy |
+14,650
| New | +$389K | 0.04% | 110 |
|