Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $242K | Buy |
7,853
+158
| +2% | +$4.87K | 0.06% | 95 |
|
|
2024
Q1 | $219K | Hold |
7,695
| – | – | 0.06% | 99 |
|
|
2023
Q4 | $219K | Buy |
+7,695
| New | +$219K | 0.06% | 99 |
|
|
2023
Q3 | – | Sell |
-7,549
| Closed | -$217K | – | 108 |
|
|
2023
Q2 | $217K | Sell |
7,549
-1,538
| -17% | -$44.2K | 0.06% | 104 |
|
|
2023
Q1 | $232K | Sell |
9,087
-1,151
| -11% | -$29.4K | 0.07% | 97 |
|
|
2022
Q4 | $210K | Sell |
10,238
-1,237
| -11% | -$25.4K | 0.07% | 91 |
|
|
2022
Q3 | $207K | Buy |
11,475
+338
| +3% | +$6.1K | 0.09% | 77 |
|
|
2022
Q2 | $226K | Buy |
11,137
+1,000
| +10% | +$20.3K | 0.1% | 62 |
|
|
2022
Q1 | $294K | Buy |
10,137
+325
| +3% | +$9.43K | 0.12% | 54 |
|
|
2021
Q4 | $353K | Buy |
9,812
+200
| +2% | +$7.2K | 0.16% | 49 |
|
|
2021
Q3 | $352K | Buy |
9,612
+16
| +0.2% | +$586 | 0.19% | 48 |
|
|
2021
Q2 | $335K | Buy |
9,596
+554
| +6% | +$19.3K | 0.19% | 47 |
|
|
2021
Q1 | $300K | Buy |
9,042
+1,234
| +16% | +$40.9K | 0.2% | 44 |
|
|
2020
Q4 | $259K | Buy |
+7,808
| New | +$259K | 0.18% | 48 |
|