Gladstone Institutional Advisory’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 | $466K | Sell |
14,278
-135
| -0.9% | -$4.41K | 0.02% | 515 |
|
|
2025
Q1 | $410K | Buy |
14,413
+1,100
| +8% | +$31.3K | 0.02% | 517 |
|
|
2024
Q4 | $425K | Buy |
13,313
+1,555
| +13% | +$49.7K | 0.02% | 505 |
|
|
2024
Q3 | $378K | Buy |
11,758
+1,321
| +13% | +$42.5K | 0.02% | 519 |
|
|
2024
Q2 | $322K | Sell |
10,437
-1,503
| -13% | -$46.4K | 0.02% | 522 |
|
|
2024
Q1 | $380K | Buy |
11,940
+3,995
| +50% | +$127K | 0.02% | 480 |
|
|
2023
Q4 | $226K | Buy |
+7,945
| New | +$226K | 0.01% | 596 |
|
|
2023
Q2 | – | Sell |
-8,891
| Closed | -$227K | – | 644 |
|
|
2023
Q1 | $227K | Buy |
+8,891
| New | +$227K | 0.01% | 590 |
|
|
2022
Q2 | – | Sell |
-12,893
| Closed | -$374K | – | 660 |
|
|
2022
Q1 | $374K | Sell |
12,893
-1,525
| -11% | -$44.2K | 0.03% | 495 |
|
|
2021
Q4 | $518K | Buy |
14,418
+2,595
| +22% | +$93.2K | 0.04% | 374 |
|
|
2021
Q3 | $432K | Buy |
11,823
+553
| +5% | +$20.2K | 0.04% | 363 |
|
|
2021
Q2 | $394K | Buy |
+11,270
| New | +$394K | 0.05% | 341 |
|
|
2020
Q1 | – | Sell |
-9,743
| Closed | -$213K | – | 274 |
|
|
2019
Q4 | $213K | Buy |
+9,743
| New | +$213K | 0.05% | 253 |
|
|
2019
Q2 | – | Sell |
-10,720
| Closed | -$215K | – | 269 |
|
|
2019
Q1 | $215K | Buy |
+10,720
| New | +$215K | 0.08% | 195 |
|