Edgemoor 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 | – | Sell |
-9,821
| Closed | -$280K | – | 172 |
|
|
2025
Q1 | $280K | Hold |
9,821
| – | – | 0.03% | 140 |
|
|
2024
Q4 | $314K | Sell |
9,821
-11,500
| -54% | -$367K | 0.03% | 134 |
|
|
2024
Q3 | $685K | Buy |
21,321
+13
| +0.1% | +$418 | 0.06% | 106 |
|
|
2024
Q2 | $657K | Hold |
21,308
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $678K | Buy |
21,308
+1
| +0% | +$32 | 0.06% | 100 |
|
|
2023
Q4 | $607K | Hold |
21,307
| – | – | 0.06% | 105 |
|
|
2023
Q3 | $527K | Buy |
21,307
+17
| +0.1% | +$420 | 0.06% | 109 |
|
|
2023
Q2 | $612K | Hold |
21,290
| – | – | 0.07% | 101 |
|
|
2023
Q1 | $543K | Hold |
21,290
| – | – | 0.07% | 106 |
|
|
2022
Q4 | $438K | Hold |
21,290
| – | – | 0.05% | 121 |
|
|
2022
Q3 | $385K | Buy |
21,290
+7,148
| +51% | +$129K | 0.05% | 111 |
|
|
2022
Q2 | $287K | Buy |
14,142
+2,372
| +20% | +$48.1K | 0.04% | 126 |
|
|
2022
Q1 | $341K | Buy |
+11,770
| New | +$341K | 0.04% | 126 |
|
|
2021
Q3 | – | Sell |
-7,400
| Closed | -$259K | – | 139 |
|
|
2021
Q2 | $259K | Buy |
+7,400
| New | +$259K | 0.02% | 123 |
|