BerganKDV Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $410 | Hold |
7
| – | – | ﹤0.01% | 829 |
|
|
2023
Q1 | $384 | Hold |
7
| – | – | ﹤0.01% | 994 |
|
|
2022
Q4 | $324 | Hold |
7
| – | – | ﹤0.01% | 987 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1054 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1086 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1117 |
|
|
2021
Q3 | $0 | Sell |
7
-70
| -91% | – | ﹤0.01% | 1085 |
|
|
2021
Q2 | $5K | Hold |
77
| – | – | ﹤0.01% | 708 |
|
|
2021
Q1 | $5K | Hold |
77
| – | – | ﹤0.01% | 674 |
|
|
2020
Q4 | $5K | Hold |
77
| – | – | ﹤0.01% | 665 |
|
|
2020
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 616 |
|
|
2020
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 709 |
|
|
2020
Q1 | $3K | Sell |
77
-50
| -39% | -$1.95K | ﹤0.01% | 686 |
|
|
2019
Q4 | $5K | Sell |
127
-100
| -44% | -$3.94K | ﹤0.01% | 629 |
|
|
2019
Q3 | $9K | Hold |
227
| – | – | ﹤0.01% | 515 |
|
|
2019
Q2 | $9K | Hold |
227
| – | – | ﹤0.01% | 531 |
|
|
2019
Q1 | $9K | Hold |
227
| – | – | ﹤0.01% | 545 |
|
|
2018
Q4 | $7K | Hold |
227
| – | – | ﹤0.01% | 522 |
|
|
2018
Q3 | $9K | Sell |
227
-400
| -64% | -$15.9K | ﹤0.01% | 507 |
|
|
2018
Q2 | $25K | Buy |
+627
| New | +$25K | 0.01% | 408 |
|