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MWC
MBM Wealth Consultants’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
MBM Wealth Consultants’s Portfolio
BOTZ Stock Details
BOTZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-100
Closed
-$3K
–
279
2022
Q1
$3K
Sell
100
-35
-26%
-$1.04K
﹤0.01%
270
2021
Q4
$5K
Buy
135
+35
+35%
+$1.29K
﹤0.01%
248
2021
Q3
$4K
Hold
100
–
–
﹤0.01%
257
2021
Q2
$3K
Hold
100
–
–
﹤0.01%
239
2021
Q1
$3K
Hold
100
–
–
﹤0.01%
228
2020
Q4
$3K
Hold
100
–
–
﹤0.01%
205
2020
Q3
$3K
Hold
100
–
–
﹤0.01%
197
2020
Q2
$2K
Hold
100
–
–
﹤0.01%
193
2020
Q1
$2K
Hold
100
–
–
﹤0.01%
182
2019
Q4
$2K
Hold
100
–
–
﹤0.01%
196
2019
Q3
$2K
Hold
100
–
–
﹤0.01%
193
2019
Q2
$2K
Hold
100
–
–
﹤0.01%
200
2019
Q1
$2K
Hold
100
–
–
﹤0.01%
197
2018
Q4
$2K
Buy
+100
New
+$1.94K
﹤0.01%
212
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Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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