Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-264
| Closed | -$5K | – | 372 |
|
|
2022
Q3 | $5K | Hold |
264
| – | – | ﹤0.01% | 403 |
|
|
2022
Q2 | $5K | Buy |
264
+93
| +54% | +$1.76K | ﹤0.01% | 504 |
|
|
2022
Q1 | $5K | Buy |
+171
| New | +$5K | ﹤0.01% | 508 |
|
|
2021
Q4 | – | Sell |
-5,815
| Closed | -$213K | – | 608 |
|
|
2021
Q3 | $213K | Buy |
5,815
+961
| +20% | +$35.2K | 0.02% | 405 |
|
|
2021
Q2 | $170K | Buy |
4,854
+502
| +12% | +$17.6K | 0.02% | 448 |
|
|
2021
Q1 | $144K | Buy |
4,352
+1,781
| +69% | +$58.9K | 0.02% | 440 |
|
|
2020
Q4 | $85K | Buy |
+2,571
| New | +$85K | 0.02% | 494 |
|