AE Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Buy |
664
+226
| +52% | +$7.38K | ﹤0.01% | 1748 |
|
|
2025
Q1 | $12.5K | Sell |
438
-58
| -12% | -$1.65K | ﹤0.01% | 1825 |
|
|
2024
Q4 | $15.8K | Buy |
+496
| New | +$15.8K | ﹤0.01% | 1776 |
|
|
2024
Q1 | – | Sell |
-16,853
| Closed | -$492K | – | 1246 |
|
|
2023
Q4 | $492K | Buy |
16,853
+2,789
| +20% | +$81.4K | ﹤0.01% | 1444 |
|
|
2023
Q3 | $348K | Sell |
14,064
-17,603
| -56% | -$435K | ﹤0.01% | 1544 |
|
|
2023
Q2 | $910K | Buy |
31,667
+18,064
| +133% | +$519K | 0.01% | 1124 |
|
|
2023
Q1 | $347K | Buy |
13,603
+19
| +0.1% | +$484 | ﹤0.01% | 1481 |
|
|
2022
Q4 | $279K | Sell |
13,584
-8,151
| -38% | -$168K | ﹤0.01% | 1530 |
|
|
2022
Q3 | $393K | Buy |
21,735
+7,426
| +52% | +$134K | ﹤0.01% | 1365 |
|
|
2022
Q2 | $291K | Buy |
14,309
+4,621
| +48% | +$94K | ﹤0.01% | 1440 |
|
|
2022
Q1 | $281K | Sell |
9,688
-6,329
| -40% | -$184K | ﹤0.01% | 1441 |
|
|
2021
Q4 | $576K | Sell |
16,017
-3,733
| -19% | -$134K | ﹤0.01% | 1197 |
|
|
2021
Q3 | $722K | Sell |
19,750
-84,074
| -81% | -$3.07M | 0.01% | 992 |
|
|
2021
Q2 | $3.63M | Sell |
103,824
-31,198
| -23% | -$1.09M | 0.03% | 460 |
|
|
2021
Q1 | $4.48M | Buy |
135,022
+30,341
| +29% | +$1.01M | 0.05% | 340 |
|
|
2020
Q4 | $3.47M | Buy |
104,681
+94,822
| +962% | +$3.14M | 0.04% | 346 |
|
|
2020
Q3 | $275K | Buy |
+9,859
| New | +$275K | ﹤0.01% | 1065 |
|
|
2019
Q3 | – | Sell |
-11,175
| Closed | -$232K | – | 991 |
|
|
2019
Q2 | $232K | Buy |
+11,175
| New | +$232K | 0.01% | 851 |
|
|
2018
Q4 | – | Sell |
-9,280
| Closed | -$212K | – | 488 |
|
|
2018
Q3 | $212K | Buy |
9,280
+111
| +1% | +$2.54K | 0.01% | 544 |
|
|
2018
Q2 | $202K | Buy |
+9,169
| New | +$202K | 0.01% | 422 |
|