LWM
LJI Wealth Management’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
Q1 | – | Sell |
-8,145
| Closed | -$201K | – | 156 |
|
|
2023
Q4 | $201K | Buy |
+8,145
| New | +$201K | 0.05% | 161 |
|
|
2023
Q3 | – | Sell |
-8,645
| Closed | -$225K | – | 173 |
|
|
2023
Q2 | $225K | Sell |
8,645
-443
| -5% | -$11.5K | 0.07% | 143 |
|
|
2023
Q1 | $217K | Buy |
+9,088
| New | +$217K | 0.07% | 142 |
|