EverSource Wealth Advisors’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 | $12.6K | Sell |
386
-616
| -61% | -$20.1K | ﹤0.01% | 2644 |
|
|
2025
Q1 | $28.5K | Sell |
1,002
-221
| -18% | -$6.29K | ﹤0.01% | 1501 |
|
|
2024
Q4 | $39.1K | Buy |
1,223
+607
| +99% | +$19.4K | ﹤0.01% | 1296 |
|
|
2024
Q3 | $19.8K | Hold |
616
| – | – | ﹤0.01% | 1491 |
|
|
2024
Q2 | $19K | Buy |
616
+275
| +81% | +$8.47K | ﹤0.01% | 1530 |
|
|
2024
Q1 | $10.2K | Buy |
+341
| New | +$10.2K | ﹤0.01% | 1681 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$5.75K | – | 2525 |
|
|
2023
Q2 | $5.75K | Buy |
+200
| New | +$5.75K | ﹤0.01% | 1677 |
|