Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,868
| Closed | -$67K | – | 156 |
|
|
2021
Q4 | $67K | Hold |
1,868
| – | – | 0.01% | 157 |
|
|
2021
Q3 | $68K | Hold |
1,868
| – | – | 0.01% | 163 |
|
|
2021
Q2 | $65K | Hold |
1,868
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $62K | Buy |
1,868
+868
| +87% | +$28.8K | 0.01% | 176 |
|
|
2020
Q4 | $33K | Hold |
1,000
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $28K | Hold |
1,000
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 332 |
|
|
2020
Q1 | $18K | Sell |
1,000
-1,000
| -50% | -$18K | ﹤0.01% | 328 |
|
|
2019
Q4 | $44K | Hold |
2,000
| – | – | 0.01% | 261 |
|
|
2019
Q3 | $40K | Hold |
2,000
| – | – | 0.01% | 267 |
|
|
2019
Q2 | $42K | Hold |
2,000
| – | – | 0.01% | 270 |
|
|
2019
Q1 | $40K | Hold |
2,000
| – | – | 0.01% | 259 |
|
|
2018
Q4 | $33K | Hold |
2,000
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $46K | Hold |
2,000
| – | – | 0.01% | 262 |
|
|
2018
Q2 | $44K | Hold |
2,000
| – | – | 0.01% | 255 |
|
|
2018
Q1 | $48K | Buy |
+2,000
| New | +$48K | 0.01% | 227 |
|