Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $25.5K | Hold |
895
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $22.1K | Buy |
895
+517
| +137% | +$12.8K | ﹤0.01% | 461 |
|
|
2023
Q2 | $10.9K | Sell |
378
-29
| -7% | -$835 | ﹤0.01% | 555 |
|
|
2023
Q1 | $10.4K | Hold |
407
| – | – | ﹤0.01% | 562 |
|
|
2022
Q4 | $8K | Hold |
407
| – | – | ﹤0.01% | 607 |
|
|
2022
Q3 | $7K | Buy |
407
+1
| +0.2% | +$17 | ﹤0.01% | 592 |
|
|
2022
Q2 | $8K | Hold |
406
| – | – | ﹤0.01% | 597 |
|
|
2022
Q1 | $12K | Buy |
406
+43
| +12% | +$1.27K | ﹤0.01% | 537 |
|
|
2021
Q4 | $13K | Hold |
363
| – | – | ﹤0.01% | 522 |
|
|
2021
Q3 | $13K | Hold |
363
| – | – | ﹤0.01% | 490 |
|
|
2021
Q2 | $13K | Buy |
+363
| New | +$13K | ﹤0.01% | 476 |
|
|
2019
Q3 | – | Sell |
-1,553
| Closed | -$33K | – | 579 |
|
|
2019
Q2 | $33K | Hold |
1,553
| – | – | ﹤0.01% | 257 |
|
|
2019
Q1 | $33K | Hold |
1,553
| – | – | ﹤0.01% | 256 |
|
|
2018
Q4 | $29K | Buy |
1,553
+22
| +1% | +$411 | ﹤0.01% | 268 |
|
|
2018
Q3 | $31K | Hold |
1,531
| – | – | 0.01% | 254 |
|
|
2018
Q2 | $33K | Hold |
1,531
| – | – | ﹤0.01% | 236 |
|
|
2018
Q1 | $37K | Buy |
+1,531
| New | +$37K | 0.01% | 222 |
|