Laurel Wealth Advisors (North Carolina)’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 | $2.44M | Buy |
79,569
+77,132
| +3,165% | +$2.36M | 0.03% | 180 |
|
|
2025
Q1 | $69.4K | Sell |
2,437
-400
| -14% | -$11.4K | 0.01% | 271 |
|
|
2024
Q4 | $90.6K | Sell |
2,837
-783
| -22% | -$25K | 0.01% | 251 |
|
|
2024
Q3 | $116K | Sell |
3,620
-600
| -14% | -$19.3K | 0.02% | 220 |
|
|
2024
Q2 | $130K | Hold |
4,220
| – | – | 0.02% | 210 |
|
|
2024
Q1 | $134K | Hold |
4,220
| – | – | 0.02% | 210 |
|
|
2023
Q4 | $120K | Buy |
4,220
+5
| +0.1% | +$143 | 0.02% | 210 |
|
|
2023
Q3 | $104K | Buy |
4,215
+15
| +0.4% | +$371 | 0.02% | 215 |
|
|
2023
Q2 | $121K | Hold |
4,200
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $107K | Buy |
4,200
+1,000
| +31% | +$25.5K | 0.02% | 216 |
|
|
2022
Q4 | $65.8K | Buy |
3,200
+1,000
| +45% | +$20.6K | 0.01% | 239 |
|
|
2022
Q3 | $40K | Hold |
2,200
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $45K | Hold |
2,200
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $64K | Buy |
2,200
+1,400
| +175% | +$40.7K | 0.01% | 257 |
|
|
2021
Q4 | $29K | Hold |
800
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $29K | Sell |
800
-25
| -3% | -$906 | 0.01% | 309 |
|
|
2021
Q2 | $29K | Buy |
825
+400
| +94% | +$14.1K | 0.01% | 333 |
|
|
2021
Q1 | $14K | Buy |
425
+25
| +6% | +$824 | ﹤0.01% | 384 |
|
|
2020
Q4 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 390 |
|