CWP
Concord Wealth Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.69K | Hold |
35
| – | – | ﹤0.01% | 735 |
|
2025
Q1 | $1.42K | Hold |
35
| – | – | ﹤0.01% | 707 |
|
2024
Q4 | $1.58K | Hold |
35
| – | – | ﹤0.01% | 734 |
|
2024
Q3 | $1.53K | Hold |
35
| – | – | ﹤0.01% | 775 |
|
2024
Q2 | $1.48K | Hold |
35
| – | – | ﹤0.01% | 691 |
|
2024
Q1 | $1.58K | Hold |
35
| – | – | ﹤0.01% | 767 |
|
2023
Q4 | $1.59K | Hold |
35
| – | – | ﹤0.01% | 737 |
|
2023
Q3 | $1.42K | Buy |
+35
| New | +$1.42K | ﹤0.01% | 915 |
|