Kingsview Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,060
| Closed | -$204K | – | 1015 |
|
|
2023
Q3 | $204K | Sell |
4,060
-42,109
| -91% | -$2.12M | 0.01% | 883 |
|
|
2023
Q2 | $2.7M | Buy |
46,169
+5,643
| +14% | +$330K | 0.11% | 199 |
|
|
2023
Q1 | $2.22M | Buy |
+40,526
| New | +$2.22M | 0.09% | 223 |
|
|
2022
Q1 | – | Sell |
-3,237
| Closed | -$227K | – | 940 |
|
|
2021
Q4 | $227K | Buy |
+3,237
| New | +$227K | 0.01% | 812 |
|
|
2018
Q2 | – | Sell |
-5,575
| Closed | -$233K | – | 331 |
|
|
2018
Q1 | $233K | Buy |
+5,575
| New | +$233K | 0.06% | 284 |
|