EWM
EPG Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
8,915
-40,751
| -82% | -$1.97M | 0.13% | 148 |
|
|
2025
Q1 | $2.02M | Buy |
49,666
+1,548
| +3% | +$63K | 0.56% | 41 |
|
|
2024
Q4 | $2.17M | Sell |
48,118
-1,334
| -3% | -$60.1K | 0.57% | 37 |
|
|
2024
Q3 | $2.17M | Buy |
+49,452
| New | +$2.17M | 0.55% | 41 |
|
|
2024
Q2 | – | Sell |
-56,404
| Closed | -$2.55M | – | 34 |
|
|
2024
Q1 | $2.55M | Sell |
56,404
-362
| -0.6% | -$16.4K | 0.62% | 31 |
|
|
2023
Q4 | $2.49M | Buy |
56,766
+14,693
| +35% | +$644K | 0.65% | 30 |
|
|
2023
Q3 | $1.7M | Buy |
+42,073
| New | +$1.7M | 0.51% | 41 |
|