Beverly Hills Private Wealth’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 | $319K | Sell |
9,776
-1,405
| -13% | -$45.9K | 0.06% | 254 |
|
|
2025
Q1 | $318K | Sell |
11,181
-4
| -0% | -$114 | 0.06% | 251 |
|
|
2024
Q4 | $357K | Sell |
11,185
-30
| -0.3% | -$958 | 0.07% | 219 |
|
|
2024
Q3 | $361K | Sell |
11,215
-1,852
| -14% | -$59.5K | 0.07% | 238 |
|
|
2024
Q2 | $403K | Sell |
13,067
-1,152
| -8% | -$35.5K | 0.09% | 219 |
|
|
2024
Q1 | $452K | Sell |
14,219
-1,399
| -9% | -$44.5K | 0.1% | 209 |
|
|
2023
Q4 | $445K | Buy |
15,618
+1,941
| +14% | +$55.3K | 0.12% | 191 |
|
|
2023
Q3 | $338K | Hold |
13,677
| – | – | 0.1% | 215 |
|
|
2023
Q2 | $377K | Buy |
13,677
+1,718
| +14% | +$47.3K | 0.06% | 264 |
|
|
2023
Q1 | $305K | Buy |
11,959
+2,200
| +23% | +$56.1K | 0.09% | 218 |
|
|
2022
Q4 | $201K | Buy |
+9,759
| New | +$201K | 0.09% | 215 |
|