Kelly Financial Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,322
| Closed | -$82.7K | – | 133 |
|
|
2024
Q2 | $82.7K | Buy |
2,322
+146
| +7% | +$5.2K | 0.03% | 175 |
|
|
2024
Q1 | $73.9K | Buy |
2,176
+178
| +9% | +$6.05K | 0.03% | 177 |
|
|
2023
Q4 | $62.3K | Buy |
1,998
+1,680
| +528% | +$52.4K | 0.03% | 179 |
|
|
2023
Q3 | $8.55K | Buy |
318
+89
| +39% | +$2.39K | ﹤0.01% | 398 |
|
|
2023
Q2 | $6.39K | Buy |
229
+144
| +169% | +$4.02K | ﹤0.01% | 415 |
|
|
2023
Q1 | $2.09K | Hold |
85
| – | – | ﹤0.01% | 525 |
|
|
2022
Q4 | $1.71K | Hold |
85
| – | – | ﹤0.01% | 520 |
|
|
2022
Q3 | $1.63K | Buy |
+85
| New | +$1.63K | ﹤0.01% | 528 |
|