Harvest Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-900
| Closed | -$30K | – | 119 |
|
|
2020
Q4 | $30K | Hold |
900
| – | – | 0.02% | 143 |
|
|
2020
Q3 | $25K | Hold |
900
| – | – | 0.02% | 148 |
|
|
2020
Q2 | $21K | Hold |
900
| – | – | 0.02% | 153 |
|
|
2020
Q1 | $16K | Buy |
900
+400
| +80% | +$7.11K | 0.02% | 154 |
|
|
2019
Q4 | $10K | Hold |
500
| – | – | 0.01% | 240 |
|
|
2019
Q3 | $10K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $10K | Hold |
500
| – | – | 0.01% | 216 |
|
|
2019
Q1 | $10K | Buy |
+500
| New | +$10K | 0.01% | 237 |
|