Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,091
| Closed | -$665K | – | 384 |
|
|
2022
Q3 | $665K | Buy |
16,091
+1,585
| +11% | +$65.5K | 0.16% | 150 |
|
|
2022
Q2 | $652K | Buy |
14,506
+2,636
| +22% | +$118K | 0.13% | 169 |
|
|
2022
Q1 | $692K | Buy |
11,870
+1,207
| +11% | +$70.4K | 0.12% | 180 |
|
|
2021
Q4 | $748K | Buy |
+10,663
| New | +$748K | 0.12% | 171 |
|
|
2021
Q1 | – | Sell |
-6,414
| Closed | -$391K | – | 328 |
|
|
2020
Q4 | $391K | Buy |
+6,414
| New | +$391K | 0.08% | 229 |
|