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 |
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|
2024
Q1 | $219K | Hold |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $259K | Buy |
|