Focused Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-575
| Closed | -$16.4K | – | 269 |
|
|
2023
Q4 | $16.4K | Hold |
575
| – | – | ﹤0.01% | 466 |
|
|
2023
Q3 | $14.2K | Hold |
575
| – | – | ﹤0.01% | 469 |
|
|
2023
Q2 | $16.5K | Hold |
575
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $14.7K | Sell |
575
-70
| -11% | -$1.79K | ﹤0.01% | 480 |
|
|
2022
Q4 | $13.3K | Buy |
645
+70
| +12% | +$1.44K | ﹤0.01% | 474 |
|
|
2022
Q3 | $10K | Hold |
575
| – | – | ﹤0.01% | 479 |
|
|
2022
Q2 | $12K | Hold |
575
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $17K | Hold |
575
| – | – | ﹤0.01% | 454 |
|
|
2021
Q4 | $21K | Hold |
575
| – | – | ﹤0.01% | 472 |
|
|
2021
Q3 | $21K | Hold |
575
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $20K | Hold |
575
| – | – | ﹤0.01% | 495 |
|
|
2021
Q1 | $19K | Hold |
575
| – | – | ﹤0.01% | 487 |
|
|
2020
Q4 | $19K | Hold |
575
| – | – | ﹤0.01% | 450 |
|
|
2020
Q3 | $16K | Hold |
575
| – | – | ﹤0.01% | 435 |
|
|
2020
Q2 | $14K | Hold |
575
| – | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $10K | Hold |
575
| – | – | ﹤0.01% | 445 |
|
|
2019
Q4 | $13K | Hold |
575
| – | – | ﹤0.01% | 454 |
|
|
2019
Q3 | $12K | Hold |
575
| – | – | ﹤0.01% | 451 |
|
|
2019
Q2 | $12K | Hold |
575
| – | – | ﹤0.01% | 470 |
|
|
2019
Q1 | $12K | Hold |
575
| – | – | ﹤0.01% | 425 |
|
|
2018
Q4 | $10K | Hold |
575
| – | – | ﹤0.01% | 442 |
|
|
2018
Q3 | $13K | Buy |
+575
| New | +$13K | ﹤0.01% | 407 |
|