Kingswood Wealth Advisors’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 | $1.62M | Buy |
49,505
+3,711
| +8% | +$121K | 0.13% | 174 |
|
|
2025
Q1 | $1.3M | Buy |
45,794
+28,744
| +169% | +$819K | 0.12% | 204 |
|
|
2024
Q4 | $545K | Buy |
+17,050
| New | +$545K | 0.04% | 414 |
|
|
2024
Q3 | – | Sell |
-8,625
| Closed | -$266K | – | 675 |
|
|
2024
Q2 | $266K | Buy |
8,625
+400
| +5% | +$12.3K | 0.02% | 557 |
|
|
2024
Q1 | $262K | Sell |
8,225
-500
| -6% | -$15.9K | 0.03% | 523 |
|
|
2023
Q4 | $249K | Buy |
+8,725
| New | +$249K | 0.03% | 523 |
|
|
2023
Q3 | – | Sell |
-10,955
| Closed | -$315K | – | 432 |
|
|
2023
Q2 | $315K | Buy |
+10,955
| New | +$315K | 0.1% | 190 |
|