Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-812
| Closed | -$23.3K | – | 176 |
|
|
2023
Q2 | $23.3K | Sell |
812
-63
| -7% | -$1.81K | 0.02% | 261 |
|
|
2023
Q1 | $22.3K | Hold |
875
| – | – | 0.02% | 263 |
|
|
2022
Q4 | $18K | Hold |
875
| – | – | 0.01% | 265 |
|
|
2022
Q3 | $16K | Buy |
875
+1
| +0.1% | +$18 | 0.01% | 282 |
|
|
2022
Q2 | $18K | Hold |
874
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $25K | Hold |
874
| – | – | 0.02% | 270 |
|
|
2021
Q4 | $31K | Hold |
874
| – | – | 0.02% | 276 |
|
|
2021
Q3 | $32K | Buy |
874
+1
| +0.1% | +$37 | 0.02% | 282 |
|
|
2021
Q2 | $31K | Buy |
873
+1
| +0.1% | +$36 | 0.02% | 288 |
|
|
2021
Q1 | $29K | Hold |
872
| – | – | 0.02% | 288 |
|
|
2020
Q4 | $29K | Buy |
+872
| New | +$29K | 0.02% | 254 |
|