Cahill Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-10,510
| Closed | -$230K | – | 149 |
|
2019
Q4 | $230K | Sell |
10,510
-500
| -5% | -$10.9K | 0.08% | 148 |
|
2019
Q3 | $221K | Buy |
11,010
+210
| +2% | +$4.22K | 0.09% | 148 |
|
2019
Q2 | $225K | Buy |
+10,800
| New | +$225K | 0.09% | 146 |
|
2018
Q4 | – | Sell |
-10,708
| Closed | -$245K | – | 146 |
|
2018
Q3 | $245K | Hold |
10,708
| – | – | 0.11% | 134 |
|
2018
Q2 | $236K | Buy |
+10,708
| New | +$236K | 0.11% | 139 |
|