Glassman Wealth Services’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 | $90.6K | Hold |
2,774
| – | – | 0.01% | 96 |
|
|
2025
Q1 | $78.9K | Hold |
2,774
| – | – | 0.01% | 94 |
|
|
2024
Q4 | $88.6K | Sell |
2,774
-1,333
| -32% | -$42.6K | 0.01% | 89 |
|
|
2024
Q3 | $132K | Hold |
4,107
| – | – | 0.02% | 78 |
|
|
2024
Q2 | $127K | Hold |
4,107
| – | – | 0.02% | 82 |
|
|
2024
Q1 | $131K | Buy |
4,107
+2,719
| +196% | +$86.5K | 0.03% | 78 |
|
|
2023
Q4 | $39.6K | Sell |
1,388
-301
| -18% | -$8.58K | 0.01% | 503 |
|
|
2023
Q3 | $41.7K | Buy |
1,689
+301
| +22% | +$7.44K | 0.01% | 466 |
|
|
2023
Q2 | $39.9K | Hold |
1,388
| – | – | 0.01% | 454 |
|
|
2023
Q1 | $35.4K | Hold |
1,388
| – | – | 0.01% | 491 |
|
|
2022
Q4 | $28.5K | Sell |
1,388
-106
| -7% | -$2.18K | 0.01% | 569 |
|
|
2022
Q3 | $27K | Buy |
1,494
+106
| +8% | +$1.92K | 0.01% | 533 |
|
|
2022
Q2 | $28K | Hold |
1,388
| – | – | 0.01% | 529 |
|
|
2022
Q1 | $40K | Hold |
1,388
| – | – | 0.01% | 453 |
|
|
2021
Q4 | $50K | Sell |
1,388
-1,333
| -49% | -$48K | 0.01% | 371 |
|
|
2021
Q3 | $100K | Hold |
2,721
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $95K | Hold |
2,721
| – | – | 0.02% | 244 |
|
|
2021
Q1 | $90K | Hold |
2,721
| – | – | 0.02% | 235 |
|
|
2020
Q4 | $90K | Hold |
2,721
| – | – | 0.02% | 245 |
|
|
2020
Q3 | $76K | Hold |
2,721
| – | – | 0.02% | 235 |
|
|
2020
Q2 | $65K | Hold |
2,721
| – | – | 0.02% | 212 |
|
|
2020
Q1 | $49K | Hold |
2,721
| – | – | 0.02% | 233 |
|
|
2019
Q4 | $60K | Hold |
2,721
| – | – | 0.02% | 227 |
|
|
2019
Q3 | $54K | Sell |
2,721
-2,675
| -50% | -$53.1K | 0.02% | 224 |
|
|
2019
Q2 | $112K | Hold |
5,396
| – | – | 0.05% | 153 |
|
|
2019
Q1 | $108K | Buy |
5,396
+5,341
| +9,711% | +$107K | 0.05% | 157 |
|
|
2018
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 605 |
|
|
2018
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 653 |
|
|
2018
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 628 |
|
|
2018
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 586 |
|
|
2017
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 548 |
|