SWA
SOA Wealth Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Hold |
2,148
| – | – | 0.01% | 369 |
|
|
2025
Q1 | $45.4K | Sell |
2,148
-45
| -2% | -$951 | 0.01% | 355 |
|
|
2024
Q4 | $50.4K | Hold |
2,193
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $51.5K | Buy |
2,193
+9
| +0.4% | +$211 | 0.01% | 317 |
|
|
2024
Q2 | $51.3K | Sell |
2,184
-309
| -12% | -$7.26K | 0.01% | 302 |
|
|
2024
Q1 | $61.6K | Buy |
2,493
+14
| +0.6% | +$346 | 0.01% | 284 |
|
|
2023
Q4 | $61.1K | Hold |
2,479
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $58.2K | Buy |
2,479
+11
| +0.4% | +$258 | 0.01% | 269 |
|
|
2023
Q2 | $64.3K | Hold |
2,468
| – | – | 0.02% | 269 |
|
|
2023
Q1 | $58.8K | Buy |
2,468
+377
| +18% | +$8.99K | 0.01% | 268 |
|
|
2022
Q4 | $41.6K | Sell |
2,091
-904
| -30% | -$18K | 0.01% | 302 |
|
|
2022
Q3 | $60K | Sell |
2,995
-407
| -12% | -$8.15K | 0.02% | 242 |
|
|
2022
Q2 | $73K | Buy |
3,402
+453
| +15% | +$9.72K | 0.02% | 231 |
|
|
2022
Q1 | $81K | Sell |
2,949
-527
| -15% | -$14.5K | 0.02% | 254 |
|
|
2021
Q4 | $106K | Buy |
3,476
+1,737
| +100% | +$53K | 0.03% | 207 |
|
|
2021
Q3 | $47K | Buy |
1,739
+150
| +9% | +$4.05K | 0.01% | 314 |
|
|
2021
Q2 | $44K | Buy |
1,589
+951
| +149% | +$26.3K | 0.01% | 317 |
|
|
2021
Q1 | $16K | Buy |
+638
| New | +$16K | ﹤0.01% | 435 |
|