IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
13,768
-3,560
| -21% | -$116K | 0.01% | 738 |
|
|
2025
Q1 | $493K | Sell |
17,328
-2,967
| -15% | -$84.4K | 0.02% | 678 |
|
|
2024
Q4 | $648K | Buy |
20,295
+1,739
| +9% | +$55.6K | 0.02% | 601 |
|
|
2024
Q3 | $596K | Buy |
18,556
+689
| +4% | +$22.1K | 0.02% | 668 |
|
|
2024
Q2 | $551K | Buy |
17,867
+436
| +3% | +$13.5K | 0.02% | 610 |
|
|
2024
Q1 | $554K | Buy |
17,431
+2,246
| +15% | +$71.4K | 0.02% | 592 |
|
|
2023
Q4 | $433K | Sell |
15,185
-1,838
| -11% | -$52.4K | 0.02% | 651 |
|
|
2023
Q3 | $421K | Sell |
17,023
-3,475
| -17% | -$85.9K | 0.02% | 606 |
|
|
2023
Q2 | $589K | Sell |
20,498
-109
| -0.5% | -$3.13K | 0.03% | 492 |
|
|
2023
Q1 | $525K | Buy |
20,607
+667
| +3% | +$17K | 0.03% | 481 |
|
|
2022
Q4 | $410K | Sell |
19,940
-799
| -4% | -$16.4K | 0.03% | 550 |
|
|
2022
Q3 | $375K | Buy |
20,739
+2,345
| +13% | +$42.4K | 0.03% | 539 |
|
|
2022
Q2 | $374K | Buy |
18,394
+4,083
| +29% | +$83K | 0.03% | 464 |
|
|
2022
Q1 | $415K | Buy |
14,311
+2,915
| +26% | +$84.5K | 0.03% | 466 |
|
|
2021
Q4 | $410K | Buy |
11,396
+4,980
| +78% | +$179K | 0.03% | 493 |
|
|
2021
Q3 | $235K | Buy |
+6,416
| New | +$235K | 0.02% | 685 |
|
|
2019
Q2 | – | Sell |
-10,481
| Closed | -$210K | – | 547 |
|
|
2019
Q1 | $210K | Buy |
+10,481
| New | +$210K | 0.04% | 451 |
|
|
2018
Q2 | – | Sell |
-3,420
| Closed | -$81K | – | 536 |
|
|
2018
Q1 | $81K | Buy |
3,420
+941
| +38% | +$22.3K | 0.02% | 536 |
|
|
2017
Q4 | $63K | Buy |
2,479
+1,007
| +68% | +$25.6K | 0.02% | 622 |
|
|
2017
Q3 | $32K | Buy |
+1,472
| New | +$32K | 0.01% | 637 |
|