Charter Oak Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-400
| Closed | -$28K | – | 1025 |
|
|
2021
Q4 | $28K | Hold |
400
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $26K | Hold |
400
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $26K | Sell |
400
-200
| -33% | -$13K | ﹤0.01% | 410 |
|
|
2021
Q1 | $38K | Buy |
600
+100
| +20% | +$6.33K | 0.01% | 350 |
|
|
2020
Q4 | $30K | Buy |
+500
| New | +$30K | ﹤0.01% | 366 |
|