Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,141
| Closed | -$125K | – | 235 |
|
|
2022
Q1 | $125K | Buy |
2,141
+615
| +40% | +$35.9K | 0.07% | 48 |
|
|
2021
Q4 | $107K | Hold |
1,526
| – | – | 0.06% | 59 |
|
|
2021
Q3 | $98K | Hold |
1,526
| – | – | 0.07% | 64 |
|
|
2021
Q2 | $100K | Hold |
1,526
| – | – | 0.07% | 55 |
|
|
2021
Q1 | $97K | Buy |
+1,526
| New | +$97K | 0.09% | 40 |
|