Householder Group Estate & Retirement Specialist’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $194K | Sell |
4,328
-697
| -14% | -$31.2K | 0.15% | 106 |
|
|
2024
Q3 | $220K | Buy |
5,025
+81
| +2% | +$3.55K | 0.06% | 233 |
|
|
2024
Q2 | $209K | Buy |
4,944
+545
| +12% | +$23K | 0.06% | 241 |
|
|
2024
Q1 | $199K | Buy |
4,399
+1,887
| +75% | +$85.4K | 0.06% | 241 |
|
|
2023
Q4 | $114K | Buy |
2,512
+247
| +11% | +$11.2K | 0.04% | 312 |
|
|
2023
Q3 | $91.8K | Buy |
+2,265
| New | +$91.8K | 0.03% | 331 |
|
|
2023
Q1 | $98K | Buy |
+2,298
| New | +$98K | 0.04% | 313 |
|
|
2022
Q4 | – | Sell |
-2,413
| Closed | -$81K | – | 942 |
|
|
2022
Q3 | $81K | Buy |
+2,413
| New | +$81K | 0.03% | 301 |
|