Clearview Wealth Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-615
| Closed | -$28.1K | – | 512 |
|
|
2023
Q2 | $28.1K | Buy |
615
+1
| +0.2% | +$46 | 0.03% | 236 |
|
|
2023
Q1 | $26.2K | Hold |
614
| – | – | 0.03% | 244 |
|
|
2022
Q4 | $21.9K | Buy |
614
+1
| +0.2% | +$36 | 0.02% | 235 |
|
|
2022
Q3 | $21K | Hold |
613
| – | – | 0.02% | 254 |
|
|
2022
Q2 | $23K | Buy |
613
+1
| +0.2% | +$38 | 0.02% | 264 |
|
|
2022
Q1 | $29K | Hold |
612
| – | – | 0.02% | 254 |
|
|
2021
Q4 | $34K | Sell |
612
-1
| -0.2% | -$56 | 0.02% | 267 |
|
|
2021
Q3 | $33K | Buy |
613
+81
| +15% | +$4.36K | 0.02% | 278 |
|
|
2021
Q2 | $29K | Hold |
532
| – | – | 0.02% | 299 |
|
|
2021
Q1 | $28K | Hold |
532
| – | – | 0.02% | 294 |
|
|
2020
Q4 | $27K | Buy |
+532
| New | +$27K | 0.02% | 269 |
|