Carson Wealth (CWM LLC)’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 | $4.77M | Buy |
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|
2025
Q2 | $3.99M | Buy |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $3.14M | Buy |
|
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|
2024
Q3 | $3.12M | Sell |
|
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|
2024
Q2 | $3.26M | Buy |
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|
2024
Q1 | $2.96M | Buy |
|
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $2.07M | Buy |
|
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $976K | Buy |
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|
2022
Q3 | $814K | Buy |
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|
2022
Q2 | $906K | Buy |
|
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.5M | Buy |
|
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|
2021
Q2 | $944K | Hold |
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|
2021
Q1 | $944K | Hold |
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|
2020
Q4 | $944K | Hold |
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|
2020
Q3 | $944K | Hold |
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|
2020
Q2 | $944K | Hold |
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|
2020
Q1 | $944K | Hold |
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|
2019
Q4 | $944K | Hold |
|
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|
2019
Q3 | $944K | Hold |
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|
2019
Q2 | $944K | Hold |
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|
2019
Q1 | $944K | Sell |
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|
2018
Q4 | $582K | Buy |
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|
2018
Q3 | $500K | Buy |
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|
2018
Q2 | $173K | Buy |
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|
2018
Q1 | $86K | Buy |
|