Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-300
| Closed | -$6.17K | – | 611 |
|
|
2022
Q4 | $6.17K | Hold |
300
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 475 |
|
|
2022
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 450 |
|
|
2021
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 337 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$10K | – | 147 |
|
|
2021
Q1 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 345 |
|