EWM
Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4K | Hold |
1,010
| – | – | 0.01% | 306 |
|
|
2025
Q1 | $52K | Hold |
1,010
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $56.8K | Sell |
1,010
-150
| -13% | -$8.44K | 0.01% | 311 |
|
|
2024
Q3 | $66.2K | Hold |
1,160
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $63.9K | Hold |
1,160
| – | – | 0.01% | 324 |
|
|
2024
Q1 | $68K | Hold |
1,160
| – | – | 0.01% | 321 |
|
|
2023
Q4 | $66.5K | Hold |
1,160
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $58.4K | Hold |
1,160
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $67.9K | Hold |
1,160
| – | – | 0.01% | 283 |
|
|
2023
Q1 | $63.5K | Hold |
1,160
| – | – | 0.01% | 281 |
|
|
2022
Q4 | $53.7K | Hold |
1,160
| – | – | 0.01% | 291 |
|
|
2022
Q3 | $48K | Hold |
1,160
| – | – | 0.01% | 282 |
|
|
2022
Q2 | $52K | Hold |
1,160
| – | – | 0.01% | 276 |
|
|
2022
Q1 | $68K | Hold |
1,160
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $81K | Hold |
1,160
| – | – | 0.01% | 238 |
|
|
2021
Q3 | $75K | Hold |
1,160
| – | – | 0.01% | 234 |
|
|
2021
Q2 | $76K | Buy |
+1,160
| New | +$76K | 0.01% | 242 |
|