Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.45K | Buy |
460
+230
| +100% | +$4.73K | ﹤0.01% | 784 |
|
|
2022
Q3 | $4K | Hold |
230
| – | – | ﹤0.01% | 771 |
|
|
2022
Q2 | $4.67K | Hold |
230
| – | – | ﹤0.01% | 776 |
|
|
2022
Q1 | $7K | Buy |
+230
| New | +$7K | ﹤0.01% | 746 |
|
|
2021
Q3 | $8K | Hold |
230
| – | – | ﹤0.01% | 673 |
|
|
2021
Q2 | $8K | Hold |
230
| – | – | ﹤0.01% | 682 |
|
|
2021
Q1 | $8K | Buy |
+230
| New | +$8K | ﹤0.01% | 597 |
|