Pacific Capital Wealth 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
Q1 | – | Sell |
-346
| Closed | -$11.1K | – | 122 |
|
|
2024
Q4 | $11.1K | Hold |
346
| – | – | ﹤0.01% | 265 |
|
|
2024
Q3 | $11.1K | Hold |
346
| – | – | ﹤0.01% | 289 |
|
|
2024
Q2 | $10.7K | Hold |
346
| – | – | ﹤0.01% | 310 |
|
|
2024
Q1 | $11K | Hold |
346
| – | – | ﹤0.01% | 222 |
|
|
2023
Q4 | $9.86K | Buy |
+346
| New | +$9.86K | ﹤0.01% | 219 |
|
|
2020
Q4 | – | Sell |
-460
| Closed | -$13K | – | 82 |
|
|
2020
Q3 | $13K | Buy |
+460
| New | +$13K | 0.01% | 160 |
|