KCFA
Key Client Fiduciary Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
10,592
+630
| +6% | +$20.6K | 0.14% | 141 |
|
|
2025
Q1 | $284K | Sell |
9,962
-768
| -7% | -$21.9K | 0.13% | 149 |
|
|
2024
Q4 | $343K | Sell |
10,730
-95
| -0.9% | -$3.04K | 0.15% | 133 |
|
|
2024
Q3 | $348K | Buy |
10,825
+362
| +3% | +$11.6K | 0.16% | 135 |
|
|
2024
Q2 | $323K | Buy |
10,463
+625
| +6% | +$19.3K | 0.16% | 134 |
|
|
2024
Q1 | $313K | Buy |
9,838
+1,211
| +14% | +$38.5K | 0.17% | 136 |
|
|
2023
Q4 | $246K | Sell |
8,627
-333
| -4% | -$9.49K | 0.14% | 149 |
|
|
2023
Q3 | $221K | Buy |
+8,960
| New | +$221K | 0.14% | 151 |
|