Powell Investment 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 | $229K | Buy |
6,992
+1,590
| +29% | +$52K | 0.09% | 120 |
|
|
2025
Q1 | $154K | Buy |
5,402
+150
| +3% | +$4.27K | 0.08% | 120 |
|
|
2024
Q4 | $168K | Hold |
5,252
| – | – | 0.08% | 126 |
|
|
2024
Q3 | $169K | Hold |
5,252
| – | – | 0.08% | 122 |
|
|
2024
Q2 | $162K | Sell |
5,252
-2,097
| -29% | -$64.8K | 0.08% | 120 |
|
|
2024
Q1 | $234K | Buy |
7,349
+2,097
| +40% | +$66.7K | 0.12% | 103 |
|
|
2023
Q4 | $150K | Buy |
5,252
+1,800
| +52% | +$51.3K | 0.08% | 122 |
|
|
2023
Q3 | $85.3K | Buy |
3,452
+1,950
| +130% | +$48.2K | 0.05% | 123 |
|
|
2023
Q2 | $43.2K | Hold |
1,502
| – | – | 0.03% | 122 |
|
|
2023
Q1 | $38.3K | Buy |
+1,502
| New | +$38.3K | 0.02% | 123 |
|