Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,580
| Closed | -$92.5K | – | 511 |
|
|
2023
Q2 | $92.5K | Buy |
1,580
+1
| +0.1% | +$59 | 0.09% | 148 |
|
|
2023
Q1 | $86.4K | Hold |
1,579
| – | – | 0.09% | 158 |
|
|
2022
Q4 | $73.2K | Sell |
1,579
-240
| -13% | -$11.1K | 0.06% | 142 |
|
|
2022
Q3 | $75K | Hold |
1,819
| – | – | 0.06% | 136 |
|
|
2022
Q2 | $82K | Buy |
1,819
+455
| +33% | +$20.5K | 0.06% | 138 |
|
|
2022
Q1 | $80K | Buy |
1,364
+68
| +5% | +$3.99K | 0.05% | 162 |
|
|
2021
Q4 | $91K | Buy |
1,296
+1
| +0.1% | +$70 | 0.06% | 164 |
|
|
2021
Q3 | $83K | Sell |
1,295
-18
| -1% | -$1.15K | 0.05% | 182 |
|
|
2021
Q2 | $86K | Hold |
1,313
| – | – | 0.05% | 181 |
|
|
2021
Q1 | $83K | Hold |
1,313
| – | – | 0.05% | 181 |
|
|
2020
Q4 | $80K | Buy |
+1,313
| New | +$80K | 0.05% | 155 |
|