Capital Analysts LLC’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 | $20K | Hold |
621
| – | – | ﹤0.01% | 1013 |
|
|
2025
Q1 | $18K | Hold |
621
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q4 | $20K | Hold |
621
| – | – | ﹤0.01% | 937 |
|
|
2024
Q3 | $20K | Hold |
621
| – | – | ﹤0.01% | 903 |
|
|
2024
Q2 | $19K | Hold |
621
| – | – | ﹤0.01% | 868 |
|
|
2024
Q1 | $20K | Buy |
+621
| New | +$20K | ﹤0.01% | 817 |
|
|
2023
Q2 | – | Sell |
-2,506
| Closed | -$64K | – | 1000 |
|
|
2023
Q1 | $64K | Hold |
2,506
| – | – | ﹤0.01% | 545 |
|
|
2022
Q4 | $51K | Hold |
2,506
| – | – | ﹤0.01% | 615 |
|
|
2022
Q3 | $45K | Buy |
+2,506
| New | +$45K | ﹤0.01% | 581 |
|
|
2021
Q4 | – | Sell |
-10,972
| Closed | -$401K | – | 1003 |
|
|
2021
Q3 | $401K | Buy |
10,972
+7,007
| +177% | +$256K | 0.03% | 275 |
|
|
2021
Q2 | $139K | Sell |
3,965
-153
| -4% | -$5.36K | 0.01% | 391 |
|
|
2021
Q1 | $136K | Buy |
+4,118
| New | +$136K | 0.01% | 402 |
|