JPLA
Joseph P. Lucia & Associates’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,610
| Closed | -$60K | – | 379 |
|
|
2022
Q2 | $60K | Sell |
1,610
-1,155
| -42% | -$43K | 0.04% | 168 |
|
|
2022
Q1 | $131K | Sell |
2,765
-2,670
| -49% | -$126K | 0.08% | 138 |
|
|
2021
Q4 | $299K | Buy |
5,435
+2,680
| +97% | +$147K | 0.19% | 99 |
|
|
2021
Q3 | $148K | Buy |
2,755
+2,490
| +940% | +$134K | 0.09% | 140 |
|
|
2021
Q2 | $14K | Buy |
+265
| New | +$14K | 0.01% | 358 |
|