Geneos Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $149K | Sell |
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|
2022
Q1 | $191K | Buy |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $209K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $14K | Hold |
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|
2018
Q1 | $14K | Buy |
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