McKinley Carter Wealth Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,739
| Closed | -$272K | – | 306 |
|
|
2023
Q4 | $272K | Sell |
4,739
-274
| -5% | -$15.7K | 0.02% | 260 |
|
|
2023
Q3 | $252K | Sell |
5,013
-4,818
| -49% | -$243K | 0.02% | 262 |
|
|
2023
Q2 | $576K | Buy |
+9,831
| New | +$576K | 0.04% | 194 |
|
|
2018
Q2 | – | Sell |
-750
| Closed | -$31K | – | 333 |
|
|
2018
Q1 | $31K | Buy |
+750
| New | +$31K | 0.01% | 300 |
|