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Avitas Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Avitas Wealth Management’s Portfolio ROBT Stock Details ROBT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,991
Closed -$275K – 162
2019
Q4 		$275K Sell
7,991
-67
-0.8% -$2.31K 0.07% 161
2019
Q3 		$255K Buy
+8,058
New +$255K 0.07% 164