Destination Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,754	Closed	-$223K	–	212
2023 Q2	$223K	Sell	7,754 -842	-10%	-$22.3K	0.01%	187
2023 Q1	$219K	Sell	8,596 -1,618	-16%	-$38.1K	0.01%	195
2022 Q4	$210K	Sell	10,214 -2,273	-18%	-$45.8K	0.01%	188
2022 Q3	$226K	Buy	12,487 +1,431	+13%	+$30.2K	0.01%	176
2022 Q2	$225K	Sell	11,056 -1,002	-8%	-$23.7K	0.01%	185
2022 Q1	$350K	Hold	12,058	–	–	0.01%	150
2021 Q4	$433K	Hold	12,058	–	–	0.02%	148
2021 Q3	$441K	Hold	12,058	–	–	0.02%	132
2021 Q2	$421K	Buy	12,058 +1,499	+14%	+$51.4K	0.02%	137
2021 Q1	$350K	Buy	10,559 +3,819	+57%	+$131K	0.01%	142
2020 Q4	$223K	Buy	+6,740	New	+$206K	0.01%	154
2020 Q3	–	Sell	-11,258	Closed	-$269K	–	144
2020 Q2	$269K	Hold	11,258	–	–	0.01%	128
2020 Q1	$204K	Hold	11,258	–	–	0.01%	159
2019 Q4	$246K	Hold	11,258	–	–	0.01%	145
2019 Q3	$225K	Hold	11,258	–	–	0.01%	133
2019 Q2	$234K	Hold	11,258	–	–	0.01%	137
2019 Q1	$226K	Hold	11,258	–	–	0.01%	137
2018 Q4	$188K	Hold	11,258	–	–	0.01%	145
2018 Q3	$258K	Buy	11,258 +7,720	+218%	+$172K	0.01%	139
2018 Q2	$78K	Buy	3,538 +3,505	+10,621%	+$81.9K	﹤0.01%	217
2018 Q1	$1K	Buy	+33	New	+$830	﹤0.01%	526