EP Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
+6,077
| New | +$363K | ﹤0.01% | 920 |
|
|
2025
Q1 | – | Sell |
-6,336
| Closed | -$356K | – | 1360 |
|
|
2024
Q4 | $356K | Buy |
6,336
+513
| +9% | +$28.9K | ﹤0.01% | 804 |
|
|
2024
Q3 | $332K | Hold |
5,823
| – | – | ﹤0.01% | 816 |
|
|
2024
Q2 | $321K | Sell |
5,823
-2,050
| -26% | -$113K | ﹤0.01% | 637 |
|
|
2024
Q1 | $462K | Sell |
7,873
-47
| -0.6% | -$2.76K | 0.01% | 526 |
|
|
2023
Q4 | $454K | Buy |
+7,920
| New | +$454K | 0.01% | 510 |
|