PWA
Peterson Wealth Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+4,867
| New | +$235K | 0.04% | 90 |
|
|
2025
Q1 | – | Sell |
-4,867
| Closed | -$223K | – | 93 |
|
|
2024
Q4 | $223K | Buy |
4,867
+24
| +0.5% | +$1.1K | 0.04% | 79 |
|
|
2024
Q3 | $212K | Buy |
+4,843
| New | +$212K | 0.04% | 80 |
|
|
2023
Q3 | – | Sell |
-4,400
| Closed | -$201K | – | 64 |
|
|
2023
Q2 | $201K | Buy |
+4,400
| New | +$201K | 0.05% | 63 |
|
|
2022
Q2 | – | Sell |
-4,394
| Closed | -$208K | – | 62 |
|
|
2022
Q1 | $208K | Hold |
4,394
| – | – | 0.06% | 56 |
|
|
2021
Q4 | $242K | Hold |
4,394
| – | – | 0.07% | 54 |
|
|
2021
Q3 | $236K | Hold |
4,394
| – | – | 0.08% | 50 |
|
|
2021
Q2 | $239K | Buy |
+4,394
| New | +$239K | 0.08% | 50 |
|