BerganKDV Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,398
| Closed | -$81K | – | 1096 |
|
|
2022
Q3 | $81K | Buy |
+2,398
| New | +$81K | 0.01% | 317 |
|
|
2022
Q2 | – | Sell |
-2,398
| Closed | -$113K | – | 1055 |
|
|
2022
Q1 | $113K | Hold |
2,398
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $132K | Hold |
2,398
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $129K | Hold |
2,398
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $130K | Hold |
2,398
| – | – | 0.02% | 286 |
|
|
2021
Q1 | $125K | Buy |
+2,398
| New | +$125K | 0.02% | 276 |
|