Avantax Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-8,657
| Closed | -$477K | – | 2188 |
|
2024
Q2 | $477K | Sell |
8,657
-90
| -1% | -$4.96K | ﹤0.01% | 1394 |
|
2024
Q1 | $513K | Buy |
8,747
+159
| +2% | +$9.32K | ﹤0.01% | 1023 |
|
2023
Q4 | $492K | Buy |
8,588
+1,914
| +29% | +$110K | ﹤0.01% | 990 |
|
2023
Q3 | $336K | Buy |
6,674
+823
| +14% | +$41.4K | ﹤0.01% | 1132 |
|
2023
Q2 | $343K | Sell |
5,851
-215
| -4% | -$12.6K | ﹤0.01% | 1113 |
|
2023
Q1 | $332K | Sell |
6,066
-769
| -11% | -$42.1K | ﹤0.01% | 1097 |
|
2022
Q4 | $317K | Sell |
6,835
-600
| -8% | -$27.8K | ﹤0.01% | 1082 |
|
2022
Q3 | $307K | Sell |
7,435
-333
| -4% | -$13.8K | ﹤0.01% | 996 |
|
2022
Q2 | $349K | Sell |
7,768
-2
| -0% | -$90 | 0.01% | 943 |
|
2022
Q1 | $454K | Buy |
7,770
+58
| +0.8% | +$3.39K | 0.01% | 822 |
|
2021
Q4 | $541K | Buy |
7,712
+234
| +3% | +$16.4K | 0.01% | 733 |
|
2021
Q3 | $482K | Buy |
7,478
+1,875
| +33% | +$121K | 0.01% | 735 |
|
2021
Q2 | $368K | Sell |
5,603
-20
| -0.4% | -$1.31K | 0.01% | 819 |
|
2021
Q1 | $361K | Sell |
5,623
-470
| -8% | -$30.2K | 0.01% | 728 |
|
2020
Q4 | $370K | Sell |
6,093
-7,229
| -54% | -$439K | 0.01% | 651 |
|
2020
Q3 | $645K | Buy |
+13,322
| New | +$645K | 0.01% | 707 |
|