KCFA
Key Client Fiduciary Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
5,370
| – | – | 0.13% | 149 |
|
|
2025
Q1 | $277K | Hold |
5,370
| – | – | 0.13% | 151 |
|
|
2024
Q4 | $302K | Hold |
5,370
| – | – | 0.13% | 148 |
|
|
2024
Q3 | $306K | Sell |
5,370
-300
| -5% | -$17.1K | 0.14% | 144 |
|
|
2024
Q2 | $312K | Hold |
5,670
| – | – | 0.16% | 137 |
|
|
2024
Q1 | $332K | Sell |
5,670
-600
| -10% | -$35.2K | 0.18% | 129 |
|
|
2023
Q4 | $359K | Sell |
6,270
-88
| -1% | -$5.04K | 0.21% | 118 |
|
|
2023
Q3 | $320K | Hold |
6,358
| – | – | 0.2% | 119 |
|
|
2023
Q2 | $372K | Hold |
6,358
| – | – | 0.22% | 108 |
|
|
2023
Q1 | $348K | Buy |
6,358
+1,420
| +29% | +$77.7K | 0.22% | 106 |
|
|
2022
Q4 | $229K | Buy |
+4,938
| New | +$229K | 0.15% | 132 |
|