River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,942
| Closed | -$287K | – | 209 |
|
|
2024
Q3 | $287K | Sell |
8,942
-3,810
| -30% | -$122K | 0.04% | 185 |
|
|
2024
Q2 | $393K | Sell |
12,752
-3,919
| -24% | -$121K | 0.06% | 151 |
|
|
2024
Q1 | $530K | Sell |
16,671
-4,894
| -23% | -$156K | 0.08% | 140 |
|
|
2023
Q4 | $615K | Sell |
21,565
-1,963
| -8% | -$55.9K | 0.1% | 131 |
|
|
2023
Q3 | $582K | Sell |
23,528
-3,851
| -14% | -$95.2K | 0.1% | 132 |
|
|
2023
Q2 | $787K | Sell |
27,379
-1,232
| -4% | -$35.4K | 0.13% | 125 |
|
|
2023
Q1 | $730K | Sell |
28,611
-1,172
| -4% | -$29.9K | 0.13% | 128 |
|
|
2022
Q4 | $612K | Sell |
29,783
-4,584
| -13% | -$94.2K | 0.12% | 133 |
|
|
2022
Q3 | $621K | Sell |
34,367
-18,168
| -35% | -$328K | 0.13% | 124 |
|
|
2022
Q2 | $1.07M | Sell |
52,535
-7,530
| -13% | -$153K | 0.2% | 109 |
|
|
2022
Q1 | $1.74M | Buy |
60,065
+4,287
| +8% | +$124K | 0.28% | 84 |
|
|
2021
Q4 | $2.01M | Buy |
55,778
+4,068
| +8% | +$146K | 0.31% | 80 |
|
|
2021
Q3 | $1.89M | Buy |
51,710
+6,323
| +14% | +$231K | 0.32% | 78 |
|
|
2021
Q2 | $1.59M | Buy |
45,387
+4,136
| +10% | +$145K | 0.28% | 88 |
|
|
2021
Q1 | $1.37M | Buy |
41,251
+7,829
| +23% | +$259K | 0.26% | 92 |
|
|
2020
Q4 | $1.11M | Buy |
33,422
+4,512
| +16% | +$149K | 0.24% | 97 |
|
|
2020
Q3 | $806K | Buy |
28,910
+86
| +0.3% | +$2.4K | 0.21% | 103 |
|
|
2020
Q2 | $688K | Buy |
28,824
+2,229
| +8% | +$53.2K | 0.21% | 103 |
|
|
2020
Q1 | $482K | Buy |
26,595
+3,190
| +14% | +$57.8K | 0.19% | 110 |
|
|
2019
Q4 | $512K | Sell |
23,405
-270
| -1% | -$5.91K | 0.17% | 111 |
|
|
2019
Q3 | $474K | Buy |
23,675
+336
| +1% | +$6.73K | 0.18% | 112 |
|
|
2019
Q2 | $484K | Sell |
23,339
-550
| -2% | -$11.4K | 0.19% | 111 |
|
|
2019
Q1 | $480K | Sell |
23,889
-1,731
| -7% | -$34.8K | 0.2% | 113 |
|
|
2018
Q4 | $429K | Sell |
25,620
-5,495
| -18% | -$92K | 0.19% | 108 |
|
|
2018
Q3 | $712K | Sell |
31,115
-1,623
| -5% | -$37.1K | 0.26% | 96 |
|
|
2018
Q2 | $721K | Buy |
32,738
+3,536
| +12% | +$77.9K | 0.28% | 98 |
|
|
2018
Q1 | $706K | Buy |
29,202
+6,983
| +31% | +$169K | 0.3% | 101 |
|
|
2017
Q4 | $527K | Buy |
22,219
+12,290
| +124% | +$292K | 0.22% | 112 |
|
|
2017
Q3 | $216K | Buy |
+9,929
| New | +$216K | 0.1% | 150 |
|