Charles Schwab Trust’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
Q1 | – | Sell |
-8,000
| Closed | -$288K | – | 154 |
|
|
2021
Q4 | $288K | Hold |
8,000
| – | – | 0.05% | 146 |
|
|
2021
Q3 | $293K | Hold |
8,000
| – | – | 0.06% | 153 |
|
|
2021
Q2 | $280K | Hold |
8,000
| – | – | 0.06% | 165 |
|
|
2021
Q1 | $272K | Hold |
8,000
| – | – | 0.06% | 163 |
|
|
2020
Q4 | $265K | Buy |
+8,000
| New | +$265K | 0.06% | 159 |
|