PBMares 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
Q1
Sell
-10,440
Closed -$334K 192
2024
Q4
$334K Buy
10,440
+3,450
+49% +$110K 0.07% 137
2024
Q3
$225K Buy
6,990
+3
+0% +$96 0.05% 178
2024
Q2
$216K Hold
6,987
0.05% 169
2024
Q1
$222K Buy
+6,987
New +$222K 0.06% 164