Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
5,078
| – | – | 0.04% | 228 |
|
|
2025
Q1 | $262K | Hold |
5,078
| – | – | 0.04% | 232 |
|
|
2024
Q4 | $286K | Buy |
5,078
+1
| +0% | +$56 | 0.04% | 226 |
|
|
2024
Q3 | $290K | Sell |
5,077
-1,135
| -18% | -$64.8K | 0.04% | 216 |
|
|
2024
Q2 | $342K | Sell |
6,212
-1,320
| -18% | -$72.7K | 0.05% | 199 |
|
|
2024
Q1 | $442K | Sell |
7,532
-568
| -7% | -$33.3K | 0.06% | 183 |
|
|
2023
Q4 | $464K | Sell |
8,100
-614
| -7% | -$35.2K | 0.07% | 166 |
|
|
2023
Q3 | $439K | Hold |
8,714
| – | – | 0.07% | 165 |
|
|
2023
Q2 | $510K | Sell |
8,714
-1,807
| -17% | -$106K | 0.08% | 159 |
|
|
2023
Q1 | $576K | Sell |
10,521
-1,163
| -10% | -$63.6K | 0.1% | 144 |
|
|
2022
Q4 | $541K | Sell |
11,684
-2,891
| -20% | -$134K | 0.1% | 145 |
|
|
2022
Q3 | $602K | Buy |
14,575
+319
| +2% | +$13.2K | 0.13% | 143 |
|
|
2022
Q2 | $641K | Sell |
14,256
-1,069
| -7% | -$48.1K | 0.14% | 134 |
|
|
2022
Q1 | $893K | Buy |
15,325
+976
| +7% | +$56.9K | 0.17% | 121 |
|
|
2021
Q4 | $1.01M | Sell |
14,349
-480
| -3% | -$33.7K | 0.19% | 109 |
|
|
2021
Q3 | $955K | Buy |
14,829
+375
| +3% | +$24.2K | 0.2% | 109 |
|
|
2021
Q2 | $943K | Buy |
14,454
+974
| +7% | +$63.5K | 0.21% | 100 |
|
|
2021
Q1 | $856K | Buy |
13,480
+1,182
| +10% | +$75.1K | 0.21% | 98 |
|
|
2020
Q4 | $749K | Buy |
12,298
+906
| +8% | +$55.2K | 0.19% | 102 |
|
|
2020
Q3 | $549K | Buy |
11,392
+2,000
| +21% | +$96.4K | 0.2% | 100 |
|
|
2020
Q2 | $409K | Buy |
9,392
+290
| +3% | +$12.6K | 0.16% | 116 |
|
|
2020
Q1 | $306K | Buy |
9,102
+9
| +0.1% | +$303 | 0.14% | 119 |
|
|
2019
Q4 | $382K | Hold |
9,093
| – | – | 0.14% | 123 |
|
|
2019
Q3 | $349K | Sell |
9,093
-200
| -2% | -$7.68K | 0.14% | 122 |
|
|
2019
Q2 | $372K | Buy |
9,293
+1,020
| +12% | +$40.8K | 0.15% | 116 |
|
|
2019
Q1 | $321K | Sell |
8,273
-818
| -9% | -$31.7K | 0.13% | 120 |
|
|
2018
Q4 | $296K | Sell |
9,091
-1,625
| -15% | -$52.9K | 0.15% | 118 |
|
|
2018
Q3 | $449K | Hold |
10,716
| – | – | 0.2% | 103 |
|
|
2018
Q2 | $429K | Sell |
10,716
-563
| -5% | -$22.5K | 0.2% | 106 |
|
|
2018
Q1 | $472K | Sell |
11,279
-3,203
| -22% | -$134K | 0.23% | 103 |
|
|
2017
Q4 | $599K | Buy |
14,482
+124
| +0.9% | +$5.13K | 0.3% | 83 |
|
|
2017
Q3 | $556K | Buy |
14,358
+1,000
| +7% | +$38.7K | 0.29% | 80 |
|
|
2017
Q2 | $458K | Buy |
13,358
+3,519
| +36% | +$121K | 0.25% | 93 |
|
|
2017
Q1 | $317K | Buy |
9,839
+2,614
| +36% | +$84.2K | 0.18% | 102 |
|
|
2016
Q4 | $208K | Buy |
+7,225
| New | +$208K | 0.13% | 123 |
|