Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Hold |
4,000
| – | – | ﹤0.01% | 497 |
|
|
2025
Q1 | $114K | Hold |
4,000
| – | – | ﹤0.01% | 526 |
|
|
2024
Q4 | $128K | Hold |
4,000
| – | – | ﹤0.01% | 509 |
|
|
2024
Q3 | $129K | Hold |
4,000
| – | – | ﹤0.01% | 507 |
|
|
2024
Q2 | $124K | Hold |
4,000
| – | – | ﹤0.01% | 509 |
|
|
2024
Q1 | $127K | Buy |
4,000
+1,000
| +33% | +$31.8K | ﹤0.01% | 519 |
|
|
2023
Q4 | $86.2K | Buy |
3,000
+2,000
| +200% | +$57.4K | ﹤0.01% | 597 |
|
|
2023
Q3 | $24.7K | Buy |
1,000
+964
| +2,678% | +$23.8K | ﹤0.01% | 774 |
|
|
2023
Q2 | $1.04K | Buy |
+36
| New | +$1.04K | ﹤0.01% | 1100 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$9.14K | – | 464 |
|
|
2021
Q3 | $9.14K | Buy |
+250
| New | +$9.14K | ﹤0.01% | 711 |
|
|
2020
Q3 | – | Sell |
-125
| Closed | -$2.99K | – | 843 |
|
|
2020
Q2 | $2.99K | Buy |
+125
| New | +$2.99K | ﹤0.01% | 766 |
|