Resurgent Financial 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 | $530K | Buy |
16,242
+51
| +0.3% | +$1.67K | 0.29% | 101 |
|
|
2025
Q1 | $461K | Buy |
16,191
+591
| +4% | +$16.8K | 0.28% | 102 |
|
|
2024
Q4 | $498K | Sell |
15,600
-88
| -0.6% | -$2.81K | 0.29% | 101 |
|
|
2024
Q3 | $504K | Sell |
15,688
-1,956
| -11% | -$62.9K | 0.29% | 98 |
|
|
2024
Q2 | $544K | Buy |
17,644
+3,843
| +28% | +$119K | 0.34% | 87 |
|
|
2024
Q1 | $439K | Buy |
13,801
+4,754
| +53% | +$151K | 0.23% | 117 |
|
|
2023
Q4 | $258K | Buy |
9,047
+422
| +5% | +$12K | 0.16% | 142 |
|
|
2023
Q3 | $213K | Buy |
8,625
+663
| +8% | +$16.4K | 0.15% | 139 |
|
|
2023
Q2 | $229K | Buy |
7,962
+942
| +13% | +$27.1K | 0.15% | 122 |
|
|
2023
Q1 | $179K | Buy |
7,020
+1,634
| +30% | +$41.7K | 0.12% | 159 |
|
|
2022
Q4 | $111K | Buy |
+5,386
| New | +$111K | 0.06% | 290 |
|
|
2022
Q1 | – | Sell |
-6,611
| Closed | -$238K | – | 189 |
|
|
2021
Q4 | $238K | Buy |
+6,611
| New | +$238K | 0.19% | 103 |
|