Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,921
| Closed | -$287K | – | 471 |
|
|
2024
Q3 | $287K | Buy |
8,921
+1
| +0% | +$32 | 0.04% | 437 |
|
|
2024
Q2 | $275K | Buy |
8,920
+1
| +0% | +$31 | 0.04% | 414 |
|
|
2024
Q1 | $284K | Buy |
8,919
+288
| +3% | +$9.16K | 0.04% | 413 |
|
|
2023
Q4 | $246K | Sell |
8,631
-2,000
| -19% | -$57K | 0.04% | 428 |
|
|
2023
Q3 | $263K | Buy |
10,631
+1
| +0% | +$25 | 0.05% | 356 |
|
|
2023
Q2 | $306K | Hold |
10,630
| – | – | 0.06% | 325 |
|
|
2023
Q1 | $271K | Hold |
10,630
| – | – | 0.06% | 342 |
|
|
2022
Q4 | $218K | Hold |
10,630
| – | – | 0.05% | 396 |
|
|
2022
Q3 | $192K | Sell |
10,630
-2,773
| -21% | -$50.1K | 0.05% | 380 |
|
|
2022
Q2 | $272K | Sell |
13,403
-1,300
| -9% | -$26.4K | 0.06% | 293 |
|
|
2022
Q1 | $427K | Hold |
14,703
| – | – | 0.08% | 231 |
|
|
2021
Q4 | $528K | Buy |
14,703
+5,000
| +52% | +$180K | 0.1% | 192 |
|
|
2021
Q3 | $355K | Buy |
9,703
+1
| +0% | +$37 | 0.07% | 248 |
|
|
2021
Q2 | $339K | Buy |
9,702
+500
| +5% | +$17.5K | 0.07% | 257 |
|
|
2021
Q1 | $305K | Buy |
9,202
+587
| +7% | +$19.5K | 0.07% | 253 |
|
|
2020
Q4 | $285K | Hold |
8,615
| – | – | 0.07% | 256 |
|
|
2020
Q3 | $0 | Sell |
8,615
-1,939
| -18% | – | ﹤0.01% | 162 |
|
|
2020
Q2 | $252K | Hold |
10,554
| – | – | 0.07% | 241 |
|
|
2020
Q1 | $191K | Sell |
10,554
-1,499
| -12% | -$27.1K | 0.07% | 244 |
|
|
2019
Q4 | $264K | Buy |
12,053
+220
| +2% | +$4.82K | 0.08% | 244 |
|
|
2019
Q3 | $237K | Buy |
+11,833
| New | +$237K | 0.09% | 247 |
|