Napa Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
28,858
-3,850
| -12% | -$168K | 0.6% | 49 |
|
|
2025
Q1 | $1.19M | Sell |
32,708
-1,410
| -4% | -$51.3K | 0.67% | 43 |
|
|
2024
Q4 | $1.32M | Sell |
34,118
-640
| -2% | -$24.7K | 0.57% | 41 |
|
|
2024
Q3 | $1.29M | Sell |
34,758
-149
| -0.4% | -$5.54K | 0.61% | 37 |
|
|
2024
Q2 | $1.24M | Sell |
34,907
-740
| -2% | -$26.4K | 0.84% | 26 |
|
|
2024
Q1 | $1.21M | Sell |
35,647
-497
| -1% | -$16.9K | 0.64% | 14 |
|
|
2023
Q4 | $1.13M | Buy |
+36,144
| New | +$1.13M | 0.61% | 39 |
|