MGB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
20,049
-859
| -4% | -$28K | 0.22% | 99 |
|
|
2025
Q1 | $595K | Buy |
20,908
+3,267
| +19% | +$93K | 0.22% | 105 |
|
|
2024
Q4 | $564K | Buy |
17,641
+43
| +0.2% | +$1.37K | 0.17% | 104 |
|
|
2024
Q3 | $566K | Sell |
17,598
-1
| -0% | -$32 | 0.21% | 107 |
|
|
2024
Q2 | $567K | Sell |
17,599
-852
| -5% | -$27.4K | 0.21% | 106 |
|
|
2024
Q1 | $587K | Sell |
18,451
-2,050
| -10% | -$65.2K | 0.24% | 100 |
|
|
2023
Q4 | $584K | Buy |
+20,501
| New | +$584K | 0.29% | 93 |
|