Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,972
| Closed | -$287K | – | 196 |
|
|
2021
Q4 | $287K | Sell |
7,972
-141
| -2% | -$5.08K | 0.05% | 173 |
|
|
2021
Q3 | $297K | Sell |
8,113
-100
| -1% | -$3.66K | 0.05% | 182 |
|
|
2021
Q2 | $287K | Buy |
8,213
+92
| +1% | +$3.22K | 0.05% | 192 |
|
|
2021
Q1 | $269K | Sell |
8,121
-1,857
| -19% | -$61.5K | 0.05% | 203 |
|
|
2020
Q4 | $331K | Buy |
9,978
+1,767
| +22% | +$58.6K | 0.07% | 197 |
|
|
2020
Q3 | $229K | Buy |
+8,211
| New | +$229K | 0.06% | 178 |
|
|
2019
Q3 | – | Sell |
-13,321
| Closed | -$276K | – | 173 |
|
|
2019
Q2 | $276K | Buy |
13,321
+279
| +2% | +$5.78K | 0.08% | 161 |
|
|
2019
Q1 | $262K | Buy |
13,042
+15
| +0.1% | +$301 | 0.08% | 156 |
|
|
2018
Q4 | $218K | Buy |
+13,027
| New | +$218K | 0.07% | 148 |
|