Avantax Advisory Services’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 | $3.47M | Buy |
106,265
+671
| +0.6% | +$21.9K | 0.02% | 573 |
|
2025
Q1 | $3.01M | Buy |
105,594
+9,486
| +10% | +$270K | 0.02% | 576 |
|
2024
Q4 | $3.07M | Sell |
96,108
-279
| -0.3% | -$8.91K | 0.02% | 554 |
|
2024
Q3 | $3.1M | Buy |
96,387
+443
| +0.5% | +$14.2K | 0.02% | 533 |
|
2024
Q2 | $2.96M | Buy |
95,944
+14,251
| +17% | +$440K | 0.02% | 532 |
|
2024
Q1 | $2.6M | Buy |
81,693
+19,104
| +31% | +$608K | 0.02% | 472 |
|
2023
Q4 | $1.78M | Buy |
62,589
+16,467
| +36% | +$469K | 0.02% | 536 |
|
2023
Q3 | $1.14M | Buy |
46,122
+16,430
| +55% | +$406K | 0.01% | 636 |
|
2023
Q2 | $853K | Buy |
+29,692
| New | +$853K | 0.01% | 741 |
|
2022
Q3 | – | Sell |
-10,525
| Closed | -$214K | – | 1335 |
|
2022
Q2 | $214K | Buy |
10,525
+152
| +1% | +$3.09K | ﹤0.01% | 1169 |
|
2022
Q1 | $301K | Buy |
10,373
+240
| +2% | +$6.96K | ﹤0.01% | 997 |
|
2021
Q4 | $364K | Sell |
10,133
-452
| -4% | -$16.2K | 0.01% | 886 |
|
2021
Q3 | $386K | Sell |
10,585
-38
| -0.4% | -$1.39K | 0.01% | 814 |
|
2021
Q2 | $371K | Buy |
10,623
+1,550
| +17% | +$54.1K | 0.01% | 812 |
|
2021
Q1 | $302K | Buy |
9,073
+1,173
| +15% | +$39K | 0.01% | 807 |
|
2020
Q4 | $263K | Sell |
7,900
-8,306
| -51% | -$277K | 0.01% | 784 |
|
2020
Q3 | $454K | Buy |
+16,206
| New | +$454K | 0.01% | 835 |
|
2020
Q2 | – | Sell |
-35,059
| Closed | -$635K | – | 855 |
|
2020
Q1 | $635K | Sell |
35,059
-2,604
| -7% | -$47.2K | 0.02% | 385 |
|
2019
Q4 | $825K | Buy |
37,663
+3,547
| +10% | +$77.7K | 0.02% | 374 |
|
2019
Q3 | $687K | Buy |
+34,116
| New | +$687K | 0.03% | 272 |
|