Family Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,014
| Closed | -$211K | – | 187 |
|
|
2019
Q4 | $211K | Sell |
5,014
-576
| -10% | -$24.2K | 0.07% | 142 |
|
|
2019
Q3 | $214K | Hold |
5,590
| – | – | 0.08% | 128 |
|
|
2019
Q2 | $223K | Sell |
5,590
-6,245
| -53% | -$249K | 0.09% | 116 |
|
|
2019
Q1 | $458K | Sell |
11,835
-835
| -7% | -$32.3K | 0.2% | 85 |
|
|
2018
Q4 | $412K | Buy |
+12,670
| New | +$412K | 0.17% | 83 |
|