Focused Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-575	Closed	-$16.4K	–	301
2023 Q4	$16.4K	Hold	575	–	–	﹤0.01%	469
2023 Q3	$14.2K	Hold	575	–	–	﹤0.01%	476
2023 Q2	$16.5K	Hold	575	–	–	﹤0.01%	461
2023 Q1	$14.7K	Sell	575 -70	-11%	-$1.65K	﹤0.01%	485
2022 Q4	$13.3K	Buy	645 +70	+12%	+$1.41K	﹤0.01%	486
2022 Q3	$10K	Hold	575	–	–	﹤0.01%	487
2022 Q2	$12K	Hold	575	–	–	﹤0.01%	475
2022 Q1	$17K	Hold	575	–	–	﹤0.01%	472
2021 Q4	$21K	Hold	575	–	–	﹤0.01%	485
2021 Q3	$21K	Hold	575	–	–	﹤0.01%	498
2021 Q2	$20K	Hold	575	–	–	﹤0.01%	509
2021 Q1	$19K	Hold	575	–	–	﹤0.01%	505
2020 Q4	$19K	Hold	575	–	–	﹤0.01%	465
2020 Q3	$16K	Hold	575	–	–	﹤0.01%	447
2020 Q2	$14K	Hold	575	–	–	﹤0.01%	450
2020 Q1	$10K	Hold	575	–	–	﹤0.01%	456
2019 Q4	$13K	Hold	575	–	–	﹤0.01%	465
2019 Q3	$12K	Hold	575	–	–	﹤0.01%	457
2019 Q2	$12K	Hold	575	–	–	﹤0.01%	489
2019 Q1	$12K	Hold	575	–	–	﹤0.01%	438
2018 Q4	$10K	Hold	575	–	–	﹤0.01%	454
2018 Q3	$13K	Buy	+575	New	+$12.8K	﹤0.01%	418