J.P. Morgan Private Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $838K | Sell |
33,915
-3,870
| -10% | -$95.7K | ﹤0.01% | 1049 |
|
|
2023
Q2 | $1.09M | Sell |
37,785
-473
| -1% | -$13.6K | 0.01% | 739 |
|
|
2023
Q1 | $976K | Sell |
38,258
-10,669
| -22% | -$272K | ﹤0.01% | 1175 |
|
|
2022
Q4 | $1.01M | Sell |
48,927
-14,846
| -23% | -$305K | ﹤0.01% | 1144 |
|
|
2022
Q3 | $1.15M | Sell |
63,773
-22,852
| -26% | -$413K | ﹤0.01% | 1066 |
|
|
2022
Q2 | $1.76M | Sell |
86,625
-22,837
| -21% | -$464K | ﹤0.01% | 886 |
|
|
2022
Q1 | $3.18M | Buy |
109,462
+47,827
| +78% | +$1.39M | 0.01% | 748 |
|
|
2021
Q4 | $2.22M | Buy |
61,635
+1,585
| +3% | +$57K | ﹤0.01% | 867 |
|
|
2021
Q3 | $2.2M | Buy |
60,050
+9,832
| +20% | +$360K | 0.01% | 861 |
|
|
2021
Q2 | $1.76M | Buy |
50,218
+44,093
| +720% | +$1.54M | ﹤0.01% | 931 |
|
|
2021
Q1 | $203K | Sell |
6,125
-13,560
| -69% | -$449K | ﹤0.01% | 1685 |
|
|
2020
Q4 | $652K | Buy |
19,685
+12,350
| +168% | +$409K | ﹤0.01% | 1183 |
|
|
2020
Q3 | $204K | Buy |
+7,335
| New | +$204K | ﹤0.01% | 1515 |
|