Perigon 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 | $248K | Sell |
7,595
-1,714
| -18% | -$56K | 0.01% | 913 |
|
|
2025
Q1 | $265K | Sell |
9,309
-733
| -7% | -$20.9K | 0.01% | 860 |
|
|
2024
Q4 | $327K | Hold |
10,042
| – | – | 0.01% | 783 |
|
|
2024
Q3 | $323K | Buy |
10,042
+961
| +11% | +$30.9K | 0.01% | 756 |
|
|
2024
Q2 | $280K | Buy |
+9,081
| New | +$280K | 0.01% | 714 |
|
|
2021
Q1 | – | Sell |
-700
| Closed | -$23K | – | 553 |
|
|
2020
Q4 | $23K | Buy |
+700
| New | +$23K | ﹤0.01% | 980 |
|