GBWM
Granite Bay Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
106,013
-15,925
| -13% | -$520K | 1.11% | 24 |
|
|
2025
Q1 | $3.47M | Sell |
121,938
-340,971
| -74% | -$9.7M | 1.21% | 25 |
|
|
2024
Q4 | $14.8M | Buy |
462,909
+4,841
| +1% | +$155K | 5.48% | 4 |
|
|
2024
Q3 | $14.7M | Buy |
458,068
+62,596
| +16% | +$2.01M | 8.26% | 3 |
|
|
2024
Q2 | $12.2M | Buy |
395,472
+136,993
| +53% | +$4.23M | 6.53% | 3 |
|
|
2024
Q1 | $8.22M | Sell |
258,479
-13,931,562
| -98% | -$443M | 4.68% | 4 |
|
|
2023
Q4 | $363M | Buy |
14,190,041
+3,683,018
| +35% | +$94.3M | 3.25% | 11 |
|
|
2023
Q3 | $282M | Buy |
10,507,023
+10,389,797
| +8,863% | +$279M | 2.77% | 11 |
|
|
2023
Q2 | $3.37M | Buy |
+117,226
| New | +$3.37M | 3.14% | 8 |
|