FRG Family Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
7,410
| – | – | 0.04% | 143 |
|
|
2025
Q1 | $211K | Hold |
7,410
| – | – | 0.04% | 142 |
|
|
2024
Q4 | $237K | Hold |
7,410
| – | – | 0.04% | 140 |
|
|
2024
Q3 | $238K | Hold |
7,410
| – | – | 0.04% | 140 |
|
|
2024
Q2 | $209K | Hold |
7,410
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $221K | Hold |
7,410
| – | – | 0.04% | 134 |
|
|
2023
Q4 | $211K | Buy |
+7,410
| New | +$211K | 0.04% | 141 |
|
|
2023
Q3 | – | Sell |
-7,355
| Closed | -$211K | – | 139 |
|
|
2023
Q2 | $211K | Buy |
+7,355
| New | +$211K | 0.05% | 133 |
|
|
2022
Q2 | – | Sell |
-7,995
| Closed | -$232K | – | 140 |
|
|
2022
Q1 | $232K | Hold |
7,995
| – | – | 0.05% | 138 |
|
|
2021
Q4 | $287K | Buy |
7,995
+170
| +2% | +$6.1K | 0.05% | 128 |
|
|
2021
Q3 | $286K | Hold |
7,825
| – | – | 0.06% | 120 |
|
|
2021
Q2 | $273K | Hold |
7,825
| – | – | 0.05% | 125 |
|
|
2021
Q1 | $259K | Hold |
7,825
| – | – | 0.05% | 120 |
|
|
2020
Q4 | $259K | Hold |
7,825
| – | – | 0.06% | 118 |
|
|
2020
Q3 | $218K | Buy |
+7,825
| New | +$218K | 0.05% | 119 |
|
|
2019
Q4 | – | Sell |
-27,050
| Closed | -$542K | – | 123 |
|
|
2019
Q3 | $542K | Sell |
27,050
-24,660
| -48% | -$494K | 0.14% | 87 |
|
|
2019
Q2 | $1.07M | Sell |
51,710
-14,555
| -22% | -$302K | 0.28% | 74 |
|
|
2019
Q1 | $1.33M | Sell |
66,265
-2,183
| -3% | -$43.8K | 0.38% | 66 |
|
|
2018
Q4 | $1.15M | Sell |
68,448
-6,780
| -9% | -$114K | 0.37% | 70 |
|
|
2018
Q3 | $1.72M | Buy |
75,228
+15,635
| +26% | +$358K | 0.47% | 59 |
|
|
2018
Q2 | $1.31M | Buy |
59,593
+35,980
| +152% | +$792K | 0.39% | 69 |
|
|
2018
Q1 | $571K | Buy |
+23,613
| New | +$571K | 0.19% | 100 |
|