Laidlaw Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,753
| Closed | -$529K | – | 131 |
|
|
2024
Q4 | $529K | Sell |
11,753
-102
| -0.9% | -$4.59K | 0.23% | 104 |
|
|
2024
Q3 | $519K | Buy |
11,855
+1,016
| +9% | +$44.5K | 0.26% | 113 |
|
|
2024
Q2 | $459K | Sell |
10,839
-1,517
| -12% | -$64.2K | 0.25% | 112 |
|
|
2024
Q1 | $559K | Buy |
12,356
+1,442
| +13% | +$65.2K | 0.31% | 100 |
|
|
2023
Q4 | $497K | Sell |
10,914
-3,411
| -24% | -$155K | 0.18% | 128 |
|
|
2023
Q3 | $580K | Sell |
14,325
-1,881
| -12% | -$76.2K | 0.19% | 128 |
|
|
2023
Q2 | $740K | Sell |
16,206
-706
| -4% | -$32.2K | 0.14% | 153 |
|
|
2023
Q1 | $721K | Buy |
16,912
+1,443
| +9% | +$61.5K | 0.15% | 160 |
|
|
2022
Q4 | $553K | Buy |
+15,469
| New | +$553K | 0.12% | 184 |
|