Mayflower Financial Advisors’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 | $576K | Buy |
17,649
+50
| +0.3% | +$1.63K | 0.08% | 218 |
|
|
2025
Q1 | $501K | Buy |
17,599
+1,072
| +6% | +$30.5K | 0.08% | 228 |
|
|
2024
Q4 | $528K | Buy |
16,527
+43
| +0.3% | +$1.37K | 0.08% | 216 |
|
|
2024
Q3 | $530K | Buy |
16,484
+150
| +0.9% | +$4.82K | 0.08% | 209 |
|
|
2024
Q2 | $504K | Buy |
16,334
+844
| +5% | +$26K | 0.08% | 209 |
|
|
2024
Q1 | $493K | Buy |
15,490
+3,211
| +26% | +$102K | 0.08% | 215 |
|
|
2023
Q4 | $350K | Buy |
12,279
+1,452
| +13% | +$41.4K | 0.05% | 242 |
|
|
2023
Q3 | $268K | Sell |
10,827
-321
| -3% | -$7.94K | 0.04% | 265 |
|
|
2023
Q2 | $320K | Sell |
11,148
-225
| -2% | -$6.47K | 0.04% | 267 |
|
|
2023
Q1 | $290K | Sell |
11,373
-95
| -0.8% | -$2.42K | 0.04% | 273 |
|
|
2022
Q4 | $236K | Sell |
11,468
-1,497
| -12% | -$30.8K | 0.03% | 300 |
|
|
2022
Q3 | $234K | Sell |
12,965
-6,788
| -34% | -$123K | 0.04% | 283 |
|
|
2022
Q2 | $401K | Buy |
19,753
+439
| +2% | +$8.91K | 0.06% | 218 |
|
|
2022
Q1 | $560K | Sell |
19,314
-3,871
| -17% | -$112K | 0.08% | 185 |
|
|
2021
Q4 | $833K | Buy |
23,185
+253
| +1% | +$9.09K | 0.11% | 132 |
|
|
2021
Q3 | $862K | Sell |
22,932
-18,853
| -45% | -$709K | 0.12% | 123 |
|
|
2021
Q2 | $1.46M | Sell |
41,785
-6,589
| -14% | -$230K | 0.2% | 79 |
|
|
2021
Q1 | $1.6M | Buy |
48,374
+13,597
| +39% | +$451K | 0.24% | 71 |
|
|
2020
Q4 | $1.15M | Buy |
+34,777
| New | +$1.15M | 0.2% | 79 |
|