JNBA Financial 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
Q1 | – | Sell |
-4
| Closed | – | – | 722 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 820 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 729 |
|
|
2020
Q1 | – | Sell |
-728
| Closed | -$16K | – | 568 |
|
|
2019
Q4 | $16K | Hold |
728
| – | – | ﹤0.01% | 377 |
|
|
2019
Q3 | $15K | Sell |
728
-272
| -27% | -$5.6K | ﹤0.01% | 368 |
|
|
2019
Q2 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 338 |
|
|
2019
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 324 |
|
|
2018
Q4 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 321 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$22K | – | 509 |
|
|
2018
Q2 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 303 |
|
|
2018
Q1 | $24K | Hold |
1,000
| – | – | 0.01% | 291 |
|
|
2017
Q4 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 292 |
|