B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-39,952
| Closed | -$1.15M | – | 1500 |
|
|
2023
Q2 | $1.15M | Buy |
39,952
+489
| +1% | +$14.1K | 0.03% | 516 |
|
|
2023
Q1 | $1.01M | Buy |
+39,463
| New | +$1.01M | 0.03% | 534 |
|
|
2022
Q2 | – | Sell |
-14,422
| Closed | -$419K | – | 1254 |
|
|
2022
Q1 | $419K | Sell |
14,422
-16,060
| -53% | -$467K | 0.01% | 840 |
|
|
2021
Q4 | $1.1M | Sell |
30,482
-2,162
| -7% | -$77.7K | 0.03% | 500 |
|
|
2021
Q3 | $1.2M | Buy |
32,644
+12,132
| +59% | +$444K | 0.04% | 463 |
|
|
2021
Q2 | $717K | Sell |
20,512
-2,260
| -10% | -$79K | 0.02% | 629 |
|
|
2021
Q1 | $755K | Buy |
22,772
+12,201
| +115% | +$405K | 0.03% | 568 |
|
|
2020
Q4 | $351K | Buy |
+10,571
| New | +$351K | 0.02% | 672 |
|
|
2018
Q3 | – | Sell |
-11,319
| Closed | -$250K | – | 722 |
|
|
2018
Q2 | $250K | Buy |
+11,319
| New | +$250K | 0.03% | 536 |
|