Keystone Financial Group (Kentucky)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
19,358
+3,988
| +26% | +$130K | 0.06% | 204 |
|
|
2025
Q1 | $437K | Buy |
15,370
+155
| +1% | +$4.41K | 0.04% | 231 |
|
|
2024
Q4 | $486K | Buy |
15,215
+1,220
| +9% | +$39K | 0.05% | 216 |
|
|
2024
Q3 | $450K | Buy |
+13,995
| New | +$450K | 0.06% | 210 |
|
|
2024
Q2 | – | Sell |
-13,991
| Closed | -$445K | – | 179 |
|
|
2024
Q1 | $445K | Sell |
13,991
-251
| -2% | -$7.98K | 0.06% | 199 |
|
|
2023
Q4 | $406K | Buy |
14,242
+220
| +2% | +$6.27K | 0.07% | 174 |
|
|
2023
Q3 | $347K | Buy |
14,022
+382
| +3% | +$9.44K | 0.06% | 202 |
|
|
2023
Q2 | $392K | Buy |
+13,640
| New | +$392K | 0.07% | 185 |
|
|
2022
Q4 | $247K | Hold |
12,009
| – | – | 0.05% | 240 |
|
|
2022
Q3 | $217K | Sell |
12,009
-869
| -7% | -$15.7K | 0.04% | 255 |
|
|
2022
Q2 | $262K | Hold |
12,878
| – | – | 0.05% | 232 |
|
|
2022
Q1 | $374K | Hold |
12,878
| – | – | 0.06% | 192 |
|
|
2021
Q4 | $463K | Buy |
12,878
+200
| +2% | +$7.19K | 0.08% | 171 |
|
|
2021
Q3 | $464K | Sell |
12,678
-4,187
| -25% | -$153K | 0.08% | 170 |
|
|
2021
Q2 | $589K | Hold |
16,865
| – | – | 0.11% | 147 |
|
|
2021
Q1 | $559K | Buy |
16,865
+602
| +4% | +$20K | 0.11% | 146 |
|
|
2020
Q4 | $539K | Hold |
16,263
| – | – | 0.11% | 135 |
|
|
2020
Q3 | $453K | Buy |
16,263
+4,874
| +43% | +$136K | 0.11% | 140 |
|
|
2020
Q2 | $272K | Buy |
+11,389
| New | +$272K | 0.07% | 181 |
|
|
2020
Q1 | – | Sell |
-9,918
| Closed | -$217K | – | 210 |
|
|
2019
Q4 | $217K | Buy |
+9,918
| New | +$217K | 0.06% | 229 |
|
|
2019
Q3 | – | Sell |
-10,212
| Closed | -$212K | – | 232 |
|
|
2019
Q2 | $212K | Sell |
10,212
-400
| -4% | -$8.3K | 0.07% | 208 |
|
|
2019
Q1 | $213K | Buy |
10,612
+12
| +0.1% | +$241 | 0.08% | 201 |
|
|
2018
Q4 | $177K | Sell |
10,600
-1,100
| -9% | -$18.4K | 0.08% | 172 |
|
|
2018
Q3 | $270K | Sell |
11,700
-2,100
| -15% | -$48.5K | 0.11% | 155 |
|
|
2018
Q2 | $302K | Buy |
13,800
+340
| +3% | +$7.44K | 0.17% | 119 |
|
|
2018
Q1 | $318K | Buy |
+13,460
| New | +$318K | 0.18% | 108 |
|