Beacon Financial Advisory’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 | $403K | Sell |
12,339
-2,439
| -17% | -$79.6K | 0.1% | 229 |
|
|
2025
Q1 | $421K | Buy |
14,778
+442
| +3% | +$12.6K | 0.13% | 192 |
|
|
2024
Q4 | $458K | Sell |
14,336
-1,498
| -9% | -$47.9K | 0.15% | 175 |
|
|
2024
Q3 | $509K | Buy |
15,834
+1,158
| +8% | +$37.2K | 0.17% | 154 |
|
|
2024
Q2 | $453K | Buy |
14,676
+2,599
| +22% | +$80.2K | 0.17% | 156 |
|
|
2024
Q1 | $384K | Buy |
12,077
+3,098
| +35% | +$98.5K | 0.19% | 149 |
|
|
2023
Q4 | $256K | Buy |
+8,979
| New | +$256K | 0.12% | 210 |
|