Carolinas Wealth Consulting’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 | – | Sell |
-1,962
| Closed | -$55.9K | – | 106 |
|
|
2025
Q1 | $55.9K | Sell |
1,962
-1
| -0.1% | -$28 | 0.01% | 336 |
|
|
2024
Q4 | $62.7K | Hold |
1,963
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $63.1K | Sell |
1,963
-254
| -11% | -$8.16K | 0.01% | 329 |
|
|
2024
Q2 | $68.4K | Sell |
2,217
-128
| -5% | -$3.95K | 0.01% | 325 |
|
|
2024
Q1 | $74.6K | Hold |
2,345
| – | – | 0.01% | 316 |
|
|
2023
Q4 | $66.8K | Sell |
2,345
-228
| -9% | -$6.5K | 0.01% | 296 |
|
|
2023
Q3 | $58.6K | Buy |
2,573
+231
| +10% | +$5.26K | 0.01% | 295 |
|
|
2023
Q2 | $67.4K | Buy |
2,342
+286
| +14% | +$8.23K | 0.01% | 313 |
|
|
2023
Q1 | $52.4K | Hold |
2,056
| – | – | 0.01% | 349 |
|
|
2022
Q4 | $42.2K | Sell |
2,056
-988
| -32% | -$20.3K | 0.01% | 380 |
|
|
2022
Q3 | $55K | Sell |
3,044
-1,606
| -35% | -$29K | 0.01% | 311 |
|
|
2022
Q2 | $95K | Sell |
4,650
-2,849
| -38% | -$58.2K | 0.02% | 257 |
|
|
2022
Q1 | $218K | Sell |
7,499
-958
| -11% | -$27.9K | 0.05% | 159 |
|
|
2021
Q4 | $304K | Buy |
8,457
+1,486
| +21% | +$53.4K | 0.07% | 133 |
|
|
2021
Q3 | $255K | Buy |
6,971
+23
| +0.3% | +$841 | 0.06% | 134 |
|
|
2021
Q2 | $243K | Hold |
6,948
| – | – | 0.05% | 147 |
|
|
2021
Q1 | $230K | Buy |
6,948
+943
| +16% | +$31.2K | 0.06% | 149 |
|
|
2020
Q4 | $199K | Buy |
6,005
+1,304
| +28% | +$43.2K | 0.05% | 149 |
|
|
2020
Q3 | $131K | Buy |
4,701
+3
| +0.1% | +$84 | 0.04% | 164 |
|
|
2020
Q2 | $112K | Buy |
+4,698
| New | +$112K | 0.04% | 140 |
|