Gradient Investments’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
259,180
+36,213
| +16% | +$1.77M | 0.23% | 131 |
|
|
2025
Q1 | $7.77M | Buy |
222,967
+79,300
| +55% | +$2.76M | 0.16% | 140 |
|
|
2024
Q4 | $5.81M | Buy |
143,667
+40,982
| +40% | +$1.66M | 0.12% | 144 |
|
|
2024
Q3 | $3.84M | Buy |
102,685
+22,636
| +28% | +$847K | 0.08% | 150 |
|
|
2024
Q2 | $2.99M | Buy |
80,049
+27,412
| +52% | +$1.02M | 0.07% | 164 |
|
|
2024
Q1 | $1.87M | Buy |
+52,637
| New | +$1.87M | 0.04% | 169 |
|