Concord Wealth Partners’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
Q4 | – | Sell |
-31
| Closed | -$766 | – | 843 |
|
|
2023
Q3 | $766 | Sell |
31
-205
| -87% | -$5.07K | ﹤0.01% | 957 |
|
|
2023
Q2 | $6.78K | Buy |
236
+11
| +5% | +$316 | ﹤0.01% | 658 |
|
|
2023
Q1 | $5.74K | Hold |
225
| – | – | ﹤0.01% | 655 |
|
|
2022
Q4 | $4.62K | Buy |
+225
| New | +$4.62K | ﹤0.01% | 779 |
|
|
2022
Q3 | – | Sell |
-225
| Closed | -$5K | – | 276 |
|
|
2022
Q2 | $5K | Buy |
225
+12
| +6% | +$267 | ﹤0.01% | 807 |
|
|
2022
Q1 | $6K | Hold |
213
| – | – | ﹤0.01% | 864 |
|
|
2021
Q4 | $8K | Buy |
+213
| New | +$8K | ﹤0.01% | 833 |
|