Blue Bell Private Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-315
| Closed | -$6.33K | – | 659 |
|
|
2022
Q4 | $6.33K | Hold |
315
| – | – | ﹤0.01% | 430 |
|
|
2022
Q3 | $6K | Hold |
315
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $7K | Hold |
315
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $9K | Hold |
315
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $10K | Hold |
315
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $10K | Hold |
315
| – | – | ﹤0.01% | 145 |
|
|
2021
Q2 | $10K | Hold |
315
| – | – | ﹤0.01% | 148 |
|
|
2021
Q1 | $9K | Hold |
315
| – | – | ﹤0.01% | 144 |
|
|
2020
Q4 | $10K | Hold |
315
| – | – | ﹤0.01% | 126 |
|
|
2020
Q3 | $7K | Hold |
315
| – | – | ﹤0.01% | 145 |
|
|
2020
Q2 | $10K | Hold |
315
| – | – | ﹤0.01% | 144 |
|
|
2020
Q1 | $5K | Buy |
315
+115
| +58% | +$1.83K | ﹤0.01% | 167 |
|
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 173 |
|
|
2019
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 180 |
|
|
2019
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 185 |
|
|
2019
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 182 |
|
|
2018
Q4 | $3K | Sell |
200
-300
| -60% | -$4.5K | ﹤0.01% | 187 |
|
|
2018
Q3 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 170 |
|