GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
9,857
-1,480
| -13% | -$48.3K | 0.01% | 528 |
|
|
2025
Q1 | $323K | Sell |
11,337
-464
| -4% | -$13.2K | 0.01% | 532 |
|
|
2024
Q4 | $377K | Sell |
11,801
-2,087
| -15% | -$66.7K | 0.01% | 553 |
|
|
2024
Q3 | $447K | Sell |
13,888
-2,054
| -13% | -$66K | 0.02% | 487 |
|
|
2024
Q2 | $492K | Sell |
15,942
-287
| -2% | -$8.85K | 0.02% | 433 |
|
|
2024
Q1 | $516K | Sell |
16,229
-2,342
| -13% | -$74.5K | 0.02% | 427 |
|
|
2023
Q4 | $530K | Buy |
18,571
+6,149
| +50% | +$175K | 0.04% | 321 |
|
|
2023
Q3 | $306K | Buy |
12,422
+1,125
| +10% | +$27.7K | 0.03% | 233 |
|
|
2023
Q2 | $325K | Buy |
11,297
+3,057
| +37% | +$87.9K | 0.04% | 207 |
|
|
2023
Q1 | $208K | Buy |
8,240
+1,337
| +19% | +$33.8K | 0.02% | 205 |
|
|
2022
Q4 | $144K | Sell |
6,903
-157
| -2% | -$3.28K | 0.02% | 263 |
|
|
2022
Q3 | $127K | Sell |
7,060
-4,878
| -41% | -$87.7K | 0.01% | 262 |
|
|
2022
Q2 | $241K | Buy |
11,938
+86
| +0.7% | +$1.74K | 0.03% | 225 |
|
|
2022
Q1 | $340K | Buy |
11,852
+7,465
| +170% | +$214K | 0.03% | 250 |
|
|
2021
Q4 | $159K | Buy |
4,387
+1,774
| +68% | +$64.3K | 0.01% | 279 |
|
|
2021
Q3 | $96K | Sell |
2,613
-15,987
| -86% | -$587K | 0.01% | 324 |
|
|
2021
Q2 | $650K | Buy |
18,600
+1,489
| +9% | +$52K | 0.08% | 126 |
|
|
2021
Q1 | $564K | Buy |
17,111
+2,861
| +20% | +$94.3K | 0.09% | 111 |
|
|
2020
Q4 | $470K | Buy |
+14,250
| New | +$470K | 0.08% | 145 |
|
|
2020
Q3 | – | Sell |
-29,496
| Closed | -$705K | – | 161 |
|
|
2020
Q2 | $705K | Buy |
+29,496
| New | +$705K | 0.29% | 82 |
|