Concurrent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Sell |
29,965
-31,717
| -51% | -$1.04M | 0.02% | 601 |
|
|
2025
Q1 | $1.76M | Sell |
61,682
-36,392
| -37% | -$1.04M | 0.04% | 392 |
|
|
2024
Q4 | $3.13M | Buy |
98,074
+87,418
| +820% | +$2.79M | 0.08% | 236 |
|
|
2024
Q3 | $343K | Buy |
10,656
+1,006
| +10% | +$32.3K | 0.01% | 729 |
|
|
2024
Q2 | $298K | Buy |
9,650
+2,159
| +29% | +$66.6K | 0.01% | 729 |
|
|
2024
Q1 | $238K | Buy |
+7,491
| New | +$238K | 0.01% | 736 |
|