EWM
Endurance Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.91M | Sell |
49,763
-550
| -1% | -$32.2K | 0.4% | 56 |
|
|
2023
Q1 | $2.75M | Buy |
50,313
+401
| +0.8% | +$21.9K | 0.39% | 56 |
|
|
2022
Q4 | $2.31M | Sell |
49,912
-2,262
| -4% | -$105K | 0.35% | 60 |
|
|
2022
Q3 | $2.16M | Sell |
52,174
-1,740
| -3% | -$71.9K | 0.36% | 61 |
|
|
2022
Q2 | $2.42M | Sell |
53,914
-871
| -2% | -$39.1K | 0.37% | 61 |
|
|
2022
Q1 | $3.19M | Sell |
54,785
-18,793
| -26% | -$1.1M | 0.41% | 58 |
|
|
2021
Q4 | $5.16M | Sell |
73,578
-18,092
| -20% | -$1.27M | 0.55% | 50 |
|
|
2021
Q3 | $5.9M | Buy |
91,670
+1,338
| +1% | +$86.2K | 0.66% | 45 |
|
|
2021
Q2 | $5.89M | Buy |
90,332
+3,508
| +4% | +$229K | 0.65% | 43 |
|
|
2021
Q1 | $5.51M | Buy |
86,824
+3,075
| +4% | +$195K | 0.65% | 44 |
|
|
2020
Q4 | $5.1M | Sell |
83,749
-40
| -0% | -$2.44K | 0.64% | 44 |
|
|
2020
Q3 | $4.03M | Buy |
83,789
+660
| +0.8% | +$31.8K | 0.59% | 48 |
|
|
2020
Q2 | $3.62M | Sell |
83,129
-5,680
| -6% | -$247K | 0.59% | 48 |
|
|
2020
Q1 | $2.98M | Buy |
88,809
+3,055
| +4% | +$103K | 0.57% | 50 |
|
|
2019
Q4 | $3.6M | Buy |
85,754
+13,100
| +18% | +$550K | 0.55% | 52 |
|
|
2019
Q3 | $2.79M | Sell |
72,654
-550
| -0.8% | -$21.1K | 0.46% | 55 |
|
|
2019
Q2 | $2.92M | Buy |
73,204
+175
| +0.2% | +$6.99K | 0.46% | 56 |
|
|
2019
Q1 | $2.83M | Buy |
73,029
+3,490
| +5% | +$135K | 0.46% | 58 |
|
|
2018
Q4 | $2.26M | Sell |
69,539
-2,900
| -4% | -$94.4K | 0.42% | 60 |
|
|
2018
Q3 | $3.03M | Sell |
72,439
-100
| -0.1% | -$4.19K | 0.48% | 60 |
|
|
2018
Q2 | $2.9M | Buy |
72,539
+3,400
| +5% | +$136K | 0.48% | 57 |
|
|
2018
Q1 | $2.89M | Buy |
+69,139
| New | +$2.89M | 0.49% | 55 |
|