Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,291
| Closed | -$406K | – | 163 |
|
|
2021
Q4 | $406K | Sell |
11,291
-3,356
| -23% | -$121K | 0.26% | 104 |
|
|
2021
Q3 | $536K | Buy |
+14,647
| New | +$536K | 0.33% | 90 |
|
|
2021
Q2 | – | Sell |
-10,501
| Closed | -$348K | – | 95 |
|
|
2021
Q1 | $348K | Buy |
10,501
+331
| +3% | +$11K | 0.23% | 110 |
|
|
2020
Q4 | $336K | Buy |
10,170
+1,721
| +20% | +$56.9K | 0.24% | 106 |
|
|
2020
Q3 | $239K | Buy |
+8,449
| New | +$239K | 0.19% | 119 |
|