CAPTRUST Financial Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $918K | Sell |
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|
2025
Q2 | $861K | Sell |
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|
2025
Q1 | $779K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $120K | Buy |
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|
2022
Q1 | $140K | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | $110K | Sell |
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|
2020
Q4 | $136K | Buy |
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|
2020
Q3 | $65K | Sell |
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|
2020
Q2 | $79K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $12K | Buy |
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|
2019
Q2 | $9K | Buy |
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|
2019
Q1 | $4K | Buy |
|