Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-573
| Closed | -$18.4K | – | 328 |
|
|
2024
Q3 | $18.4K | Hold |
573
| – | – | ﹤0.01% | 711 |
|
|
2024
Q2 | $17.7K | Sell |
573
-427
| -43% | -$13.2K | ﹤0.01% | 482 |
|
|
2024
Q1 | $31.8K | Sell |
1,000
-425
| -30% | -$13.5K | ﹤0.01% | 432 |
|
|
2023
Q4 | $40.6K | Hold |
1,425
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $35.2K | Hold |
1,425
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $41K | Hold |
1,425
| – | – | ﹤0.01% | 437 |
|
|
2023
Q1 | $36.3K | Hold |
1,425
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $29.3K | Buy |
+1,425
| New | +$29.3K | ﹤0.01% | 495 |
|