Elmwood Wealth Management’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
Q1 | – | Sell |
-125
| Closed | -$9K | – | 275 |
|
|
2021
Q4 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 296 |
|
|
2021
Q2 | $8K | Hold |
125
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 255 |
|
|
2020
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 209 |
|
|
2020
Q2 | $5K | Sell |
125
-900
| -88% | -$36K | ﹤0.01% | 209 |
|
|
2020
Q1 | $42.9K | Buy |
+1,025
| New | +$42.9K | 0.04% | 132 |
|
|
2019
Q4 | – | Sell |
-125
| Closed | -$5K | – | 210 |
|
|
2019
Q3 | $5K | Hold |
125
| – | – | 0.01% | 209 |
|
|
2019
Q2 | $5K | Sell |
125
-300
| -71% | -$12K | ﹤0.01% | 232 |
|
|
2019
Q1 | $16K | Hold |
425
| – | – | 0.01% | 166 |
|
|
2018
Q4 | $14K | Sell |
425
-600
| -59% | -$19.8K | 0.01% | 174 |
|
|
2018
Q3 | $42.9K | Hold |
1,025
| – | – | 0.04% | 142 |
|
|
2018
Q2 | $41K | Hold |
1,025
| – | – | 0.04% | 137 |
|
|
2018
Q1 | $42.9K | Buy |
+1,025
| New | +$42.9K | 0.04% | 132 |
|