JPLA
Joseph P. Lucia & Associates’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
Q2 | – | Sell |
-8,655
| Closed | -$214K | – | 125 |
|
|
2024
Q1 | $214K | Sell |
8,655
-5,315
| -38% | -$131K | 0.11% | 114 |
|
|
2023
Q4 | $345K | Sell |
13,970
-3,760
| -21% | -$92.8K | 0.21% | 87 |
|
|
2023
Q3 | $416K | Sell |
17,730
-1,025
| -5% | -$24.1K | 0.29% | 71 |
|
|
2023
Q2 | $488K | Sell |
18,755
-2,600
| -12% | -$67.7K | 0.33% | 69 |
|
|
2023
Q1 | $509K | Sell |
21,355
-4,610
| -18% | -$110K | 0.35% | 67 |
|
|
2022
Q4 | $516K | Sell |
25,965
-2,480
| -9% | -$49.3K | 0.39% | 64 |
|
|
2022
Q3 | $572K | Buy |
28,445
+510
| +2% | +$10.3K | 0.45% | 57 |
|
|
2022
Q2 | $600K | Sell |
27,935
-560
| -2% | -$12K | 0.42% | 56 |
|
|
2022
Q1 | $785K | Buy |
28,495
+4,340
| +18% | +$120K | 0.48% | 53 |
|
|
2021
Q4 | $737K | Buy |
24,155
+3,740
| +18% | +$114K | 0.47% | 57 |
|
|
2021
Q3 | $560K | Buy |
20,415
+3,630
| +22% | +$99.6K | 0.33% | 76 |
|
|
2021
Q2 | $475K | Buy |
16,785
+11,725
| +232% | +$332K | 0.28% | 82 |
|
|
2021
Q1 | $134K | Buy |
+5,060
| New | +$134K | 0.06% | 136 |
|