CIBC Private Wealth Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $237K | Sell |
7,262
-4,563
| -39% | -$149K | ﹤0.01% | 1049 |
|
2025
Q1 | $290K | Sell |
11,825
-627
| -5% | -$15.4K | ﹤0.01% | 964 |
|
2024
Q4 | $403K | Sell |
12,452
-275
| -2% | -$8.91K | ﹤0.01% | 928 |
|
2024
Q3 | $409K | Sell |
12,727
-118
| -0.9% | -$3.79K | ﹤0.01% | 933 |
|
2024
Q2 | $403K | Buy |
12,845
+520
| +4% | +$16.3K | ﹤0.01% | 882 |
|
2024
Q1 | $390K | Hold |
12,325
| – | – | ﹤0.01% | 893 |
|
2023
Q4 | $351K | Buy |
12,325
+3,522
| +40% | +$100K | ﹤0.01% | 887 |
|
2023
Q3 | $218K | Buy |
+8,803
| New | +$218K | ﹤0.01% | 981 |
|
2023
Q2 | – | Sell |
-13,647
| Closed | -$921K | – | 880 |
|
2023
Q1 | $921K | Buy |
+13,647
| New | +$921K | ﹤0.01% | 620 |
|
2021
Q3 | – | Sell |
-13,206
| Closed | -$461K | – | 941 |
|
2021
Q2 | $461K | Sell |
13,206
-166
| -1% | -$5.8K | ﹤0.01% | 815 |
|
2021
Q1 | $443K | Buy |
13,372
+716
| +6% | +$23.7K | ﹤0.01% | 827 |
|
2020
Q4 | $419K | Buy |
+12,656
| New | +$419K | ﹤0.01% | 805 |
|
2019
Q2 | – | Sell |
-12,455
| Closed | -$250K | – | 921 |
|
2019
Q1 | $250K | Buy |
+12,455
| New | +$250K | ﹤0.01% | 857 |
|
2018
Q3 | – | Sell |
-953
| Closed | -$21K | – | 1055 |
|
2018
Q2 | $21K | Sell |
953
-15,303
| -94% | -$337K | ﹤0.01% | 1385 |
|
2018
Q1 | $393K | Buy |
16,256
+15,031
| +1,227% | +$363K | ﹤0.01% | 823 |
|
2017
Q4 | $29K | Buy |
+1,225
| New | +$29K | ﹤0.01% | 1323 |
|