Carson Wealth (CWM 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 | $3.99M | Buy |
122,308
+11,714
| +11% | +$382K | 0.01% | 664 |
|
|
2025
Q1 | $3.15M | Buy |
110,594
+12,277
| +12% | +$349K | 0.01% | 663 |
|
|
2024
Q4 | $3.14M | Buy |
98,317
+1,297
| +1% | +$41.4K | 0.01% | 607 |
|
|
2024
Q3 | $3.12M | Sell |
97,020
-8,685
| -8% | -$279K | 0.01% | 564 |
|
|
2024
Q2 | $3.26M | Buy |
105,705
+12,565
| +13% | +$388K | 0.02% | 517 |
|
|
2024
Q1 | $2.96M | Buy |
93,140
+22,747
| +32% | +$724K | 0.01% | 529 |
|
|
2023
Q4 | $2.01M | Buy |
70,393
+8,542
| +14% | +$243K | 0.01% | 576 |
|
|
2023
Q3 | $1.53M | Sell |
61,851
-10,177
| -14% | -$252K | 0.01% | 608 |
|
|
2023
Q2 | $2.07M | Buy |
72,028
+14,702
| +26% | +$423K | 0.01% | 510 |
|
|
2023
Q1 | $1.46M | Buy |
57,326
+9,809
| +21% | +$250K | 0.01% | 546 |
|
|
2022
Q4 | $976K | Buy |
47,517
+2,515
| +6% | +$51.7K | 0.01% | 620 |
|
|
2022
Q3 | $814K | Buy |
45,002
+392
| +0.9% | +$7.09K | 0.01% | 604 |
|
|
2022
Q2 | $906K | Buy |
44,610
+494
| +1% | +$10K | 0.01% | 581 |
|
|
2022
Q1 | $1.28M | Buy |
44,116
+2,425
| +6% | +$70.4K | 0.01% | 503 |
|
|
2021
Q4 | $1.5M | Buy |
+41,691
| New | +$1.5M | 0.01% | 494 |
|
|
2021
Q2 | $944K | Hold |
27,020
| – | – | 0.01% | 568 |
|
|
2021
Q1 | $944K | Hold |
27,020
| – | – | 0.01% | 568 |
|
|
2020
Q4 | $944K | Hold |
27,020
| – | – | 0.01% | 568 |
|
|
2020
Q3 | $944K | Hold |
27,020
| – | – | 0.01% | 568 |
|
|
2020
Q2 | $944K | Hold |
27,020
| – | – | 0.01% | 568 |
|
|
2020
Q1 | $944K | Hold |
27,020
| – | – | 0.01% | 568 |
|
|
2019
Q4 | $944K | Hold |
27,020
| – | – | 0.01% | 568 |
|
|
2019
Q3 | $944K | Hold |
27,020
| – | – | 0.01% | 568 |
|
|
2019
Q2 | $944K | Hold |
27,020
| – | – | 0.01% | 568 |
|
|
2019
Q1 | $944K | Sell |
27,020
-7,741
| -22% | -$270K | 0.01% | 568 |
|
|
2018
Q4 | $582K | Buy |
34,761
+12,921
| +59% | +$216K | 0.01% | 430 |
|
|
2018
Q3 | $500K | Buy |
21,840
+13,982
| +178% | +$320K | 0.01% | 384 |
|
|
2018
Q2 | $173K | Buy |
7,858
+4,306
| +121% | +$94.8K | 0.01% | 444 |
|
|
2018
Q1 | $86K | Buy |
+3,552
| New | +$86K | ﹤0.01% | 469 |
|