Axxcess Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,248
| Closed | -$249K | – | 925 |
|
|
2024
Q1 | $249K | Sell |
4,248
-6,733
| -61% | -$395K | 0.01% | 736 |
|
|
2023
Q4 | $629K | Sell |
10,981
-3,495
| -24% | -$200K | 0.02% | 460 |
|
|
2023
Q3 | $729K | Buy |
14,476
+1,774
| +14% | +$89.3K | 0.02% | 376 |
|
|
2023
Q2 | $744K | Buy |
12,702
+5,741
| +82% | +$336K | 0.05% | 273 |
|
|
2023
Q1 | $381K | Buy |
+6,961
| New | +$381K | 0.03% | 428 |
|
|
2022
Q2 | – | Sell |
-34,611
| Closed | -$2.02M | – | 632 |
|
|
2022
Q1 | $2.02M | Sell |
34,611
-6
| -0% | -$350 | 0.16% | 117 |
|
|
2021
Q4 | $2.43M | Buy |
+34,617
| New | +$2.43M | 0.18% | 101 |
|