Harvest Group Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-200
| Closed | -$12K | – | 561 |
|
2020
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 214 |
|
2020
Q3 | – | Sell |
-500
| Closed | -$21K | – | 783 |
|
2020
Q2 | $21K | Hold |
500
| – | – | 0.02% | 156 |
|
2020
Q1 | $16K | Buy |
500
+250
| +100% | +$8K | 0.02% | 161 |
|
2019
Q4 | $10K | Hold |
250
| – | – | 0.01% | 247 |
|
2019
Q3 | $10K | Hold |
250
| – | – | 0.01% | 265 |
|
2019
Q2 | $9K | Buy |
+250
| New | +$9K | 0.01% | 233 |
|