Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,100
| Closed | -$314K | – | 763 |
|
|
2025
Q1 | $314K | Sell |
6,100
-2,000
| -25% | -$103K | 0.01% | 533 |
|
|
2024
Q4 | $456K | Sell |
8,100
-1,403
| -15% | -$78.9K | 0.02% | 474 |
|
|
2024
Q3 | $542K | Sell |
9,503
-2,655
| -22% | -$152K | 0.02% | 428 |
|
|
2024
Q2 | $670K | Sell |
12,158
-807
| -6% | -$44.5K | 0.03% | 361 |
|
|
2024
Q1 | $760K | Buy |
+12,965
| New | +$760K | 0.04% | 348 |
|
|
2022
Q1 | – | Sell |
-37
| Closed | -$2K | – | 1228 |
|
|
2021
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 981 |
|
|
2021
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 950 |
|
|
2021
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 916 |
|
|
2021
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 915 |
|
|
2020
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 889 |
|
|
2020
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 888 |
|
|
2020
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 863 |
|