EWM
Endurance Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.23M | Sell |
77,581
-2,000
| -3% | -$57.5K | 0.31% | 66 |
|
|
2023
Q1 | $2.03M | Buy |
79,581
+751
| +1% | +$19.1K | 0.29% | 66 |
|
|
2022
Q4 | $1.62M | Sell |
78,830
-5,270
| -6% | -$108K | 0.24% | 71 |
|
|
2022
Q3 | $1.52M | Sell |
84,100
-9,355
| -10% | -$169K | 0.25% | 73 |
|
|
2022
Q2 | $1.9M | Sell |
93,455
-538
| -0.6% | -$10.9K | 0.29% | 68 |
|
|
2022
Q1 | $2.73M | Sell |
93,993
-31,215
| -25% | -$906K | 0.35% | 62 |
|
|
2021
Q4 | $4.5M | Sell |
125,208
-37,712
| -23% | -$1.36M | 0.48% | 57 |
|
|
2021
Q3 | $5.96M | Buy |
162,920
+2,886
| +2% | +$106K | 0.66% | 44 |
|
|
2021
Q2 | $5.59M | Buy |
160,034
+9,000
| +6% | +$315K | 0.62% | 45 |
|
|
2021
Q1 | $5.01M | Buy |
151,034
+3,250
| +2% | +$108K | 0.59% | 49 |
|
|
2020
Q4 | $4.9M | Sell |
147,784
-85
| -0.1% | -$2.82K | 0.62% | 47 |
|
|
2020
Q3 | $4.12M | Buy |
147,869
+255
| +0.2% | +$7.11K | 0.61% | 46 |
|
|
2020
Q2 | $3.52M | Sell |
147,614
-20,984
| -12% | -$501K | 0.58% | 49 |
|
|
2020
Q1 | $3.06M | Buy |
168,598
+7,975
| +5% | +$145K | 0.59% | 49 |
|
|
2019
Q4 | $3.51M | Buy |
160,623
+28,425
| +22% | +$622K | 0.54% | 54 |
|
|
2019
Q3 | $2.65M | Sell |
132,198
-4,650
| -3% | -$93.1K | 0.44% | 58 |
|
|
2019
Q2 | $2.84M | Sell |
136,848
-1,275
| -0.9% | -$26.5K | 0.45% | 58 |
|
|
2019
Q1 | $2.77M | Buy |
138,123
+2,550
| +2% | +$51.2K | 0.45% | 59 |
|
|
2018
Q4 | $2.27M | Sell |
135,573
-12,925
| -9% | -$216K | 0.42% | 59 |
|
|
2018
Q3 | $3.4M | Sell |
148,498
-1,925
| -1% | -$44K | 0.53% | 55 |
|
|
2018
Q2 | $3.31M | Buy |
150,423
+5,320
| +4% | +$117K | 0.55% | 54 |
|
|
2018
Q1 | $3.51M | Buy |
+145,103
| New | +$3.51M | 0.59% | 50 |
|