Phoenix Wealth Advisors’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 | $865K | Sell |
26,504
-322
| -1% | -$10.5K | 0.36% | 61 |
|
|
2025
Q1 | $763K | Buy |
26,826
+402
| +2% | +$11.4K | 0.33% | 61 |
|
|
2024
Q4 | $844K | Buy |
26,424
+63
| +0.2% | +$2.01K | 0.37% | 55 |
|
|
2024
Q3 | $848K | Buy |
26,361
+147
| +0.6% | +$4.73K | 0.39% | 56 |
|
|
2024
Q2 | $809K | Sell |
26,214
-256
| -1% | -$7.9K | 0.41% | 55 |
|
|
2024
Q1 | $842K | Buy |
26,470
+12,766
| +93% | +$406K | 0.51% | 51 |
|
|
2023
Q4 | $380K | Buy |
13,704
+1,162
| +9% | +$32.2K | 0.26% | 72 |
|
|
2023
Q3 | $310K | Buy |
12,542
+192
| +2% | +$4.75K | 0.18% | 78 |
|
|
2023
Q2 | $355K | Buy |
+12,350
| New | +$355K | 0.21% | 69 |
|