Levy Wealth Management Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$196K	0.06%	99
2023 Q3	–	Sell	-7,549	Closed	-$217K	–	108
2023 Q2	$217K	Sell	7,549 -1,538	-17%	-$40.8K	0.06%	104
2023 Q1	$232K	Sell	9,087 -1,151	-11%	-$27.1K	0.07%	97
2022 Q4	$210K	Sell	10,238 -1,237	-11%	-$24.9K	0.07%	91
2022 Q3	$207K	Buy	11,475 +338	+3%	+$7.12K	0.09%	77
2022 Q2	$226K	Buy	11,137 +1,000	+10%	+$23.6K	0.1%	62
2022 Q1	$294K	Buy	10,137 +325	+3%	+$9.68K	0.12%	54
2021 Q4	$353K	Buy	9,812 +200	+2%	+$7.37K	0.16%	49
2021 Q3	$352K	Buy	9,612 +16	+0.2%	+$574	0.19%	48
2021 Q2	$335K	Buy	9,596 +554	+6%	+$19K	0.19%	47
2021 Q1	$300K	Buy	9,042 +1,234	+16%	+$42.2K	0.2%	44
2020 Q4	$259K	Buy	+7,808	New	+$239K	0.18%	48