EFS
Essex Financial Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
12,157
+2,046
| +20% | +$66.8K | 0.03% | 460 |
|
|
2025
Q1 | $288K | Hold |
10,111
| – | – | 0.02% | 506 |
|
|
2024
Q4 | $323K | Hold |
10,111
| – | – | 0.02% | 472 |
|
|
2024
Q3 | $320K | Buy |
10,111
+21
| +0.2% | +$665 | 0.02% | 473 |
|
|
2024
Q2 | $293K | Buy |
+10,090
| New | +$293K | 0.02% | 485 |
|
|
2022
Q1 | – | Sell |
-5,748
| Closed | -$207K | – | 508 |
|
|
2021
Q4 | $207K | Buy |
5,748
+100
| +2% | +$3.6K | 0.02% | 471 |
|
|
2021
Q3 | $207K | Buy |
+5,648
| New | +$207K | 0.02% | 434 |
|