KMG Fiduciary Partners’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 |
-14,063
| Closed | -$366K | – | 224 |
|
|
2023
Q2 | $366K | Sell |
14,063
-13,259
| -49% | -$345K | 0.05% | 191 |
|
|
2023
Q1 | $651K | Sell |
27,322
-1,046
| -4% | -$24.9K | 0.09% | 161 |
|
|
2022
Q4 | $564K | Sell |
28,368
-8,980
| -24% | -$178K | 0.09% | 157 |
|
|
2022
Q3 | $751K | Sell |
37,348
-41,711
| -53% | -$839K | 0.14% | 123 |
|
|
2022
Q2 | $1.7M | Sell |
79,059
-19,260
| -20% | -$413K | 0.32% | 81 |
|
|
2022
Q1 | $2.71M | Sell |
98,319
-7,897
| -7% | -$218K | 0.43% | 56 |
|
|
2021
Q4 | $3.24M | Sell |
106,216
-11,313
| -10% | -$345K | 0.5% | 54 |
|
|
2021
Q3 | $3.22M | Sell |
117,529
-12,823
| -10% | -$352K | 0.55% | 46 |
|
|
2021
Q2 | $3.69M | Sell |
130,352
-742
| -0.6% | -$21K | 0.65% | 42 |
|
|
2021
Q1 | $3.48M | Buy |
+131,094
| New | +$3.48M | 0.68% | 40 |
|