Paragon Private 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 | $934K | Sell |
28,603
-2,257
| -7% | -$73.7K | 0.37% | 79 |
|
|
2025
Q1 | $878K | Sell |
30,860
-9,968
| -24% | -$284K | 0.41% | 69 |
|
|
2024
Q4 | $1.3M | Buy |
40,828
+5,078
| +14% | +$162K | 0.6% | 48 |
|
|
2024
Q3 | $1.15M | Buy |
35,750
+1,217
| +4% | +$39.1K | 0.57% | 52 |
|
|
2024
Q2 | $1.07M | Buy |
34,533
+7,782
| +29% | +$240K | 0.6% | 49 |
|
|
2024
Q1 | $851K | Buy |
26,751
+7,920
| +42% | +$252K | 0.51% | 66 |
|
|
2023
Q4 | $537K | Buy |
+18,831
| New | +$537K | 0.37% | 80 |
|