KMG Fiduciary Partners’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
2022
Q1
Sell
-12,571
Closed -$452K 203
2021
Q4
$452K Buy
12,571
+431
+4% +$15.5K 0.07% 144
2021
Q3
$444K Hold
12,140
0.08% 139
2021
Q2
$424K Buy
12,140
+4,901
+68% +$171K 0.07% 144
2021
Q1
$240K Buy
+7,239
New +$240K 0.05% 157