Intercontinental Wealth Advisors’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 | – | Sell |
-10,041
| Closed | -$182K | – | 265 |
|
|
2022
Q3 | $182K | Sell |
10,041
-265
| -3% | -$4.8K | 0.06% | 261 |
|
|
2022
Q2 | $209K | Sell |
10,306
-334
| -3% | -$6.77K | 0.06% | 269 |
|
|
2022
Q1 | $309K | Sell |
10,640
-2,701
| -20% | -$78.4K | 0.07% | 236 |
|
|
2021
Q4 | $479K | Buy |
13,341
+750
| +6% | +$26.9K | 0.1% | 191 |
|
|
2021
Q3 | $460K | Buy |
12,591
+138
| +1% | +$5.04K | 0.11% | 178 |
|
|
2021
Q2 | $435K | Buy |
12,453
+4,141
| +50% | +$145K | 0.09% | 190 |
|
|
2021
Q1 | $275K | Buy |
+8,312
| New | +$275K | 0.06% | 225 |
|