RWB
RMR Wealth Builders’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $248K | Buy |
+7,598
| New | +$248K | 0.02% | 251 |
|
2025
Q1 | – | Sell |
-6,835
| Closed | -$218K | – | 262 |
|
2024
Q4 | $218K | Sell |
6,835
-165
| -2% | -$5.27K | 0.02% | 245 |
|
2024
Q3 | $225K | Sell |
7,000
-486
| -6% | -$15.6K | 0.02% | 241 |
|
2024
Q2 | $231K | Buy |
7,486
+767
| +11% | +$23.7K | 0.03% | 228 |
|
2024
Q1 | $214K | Buy |
+6,719
| New | +$214K | 0.03% | 249 |
|
2023
Q4 | – | Sell |
-26,066
| Closed | -$644K | – | 236 |
|
2023
Q3 | $644K | Buy |
26,066
+2,568
| +11% | +$63.5K | 0.1% | 106 |
|
2023
Q2 | $677K | Buy |
+23,498
| New | +$677K | 0.12% | 91 |
|
2021
Q2 | – | Sell |
-1,916
| Closed | -$63K | – | 243 |
|
2021
Q1 | $63K | Buy |
1,916
+632
| +49% | +$20.8K | 0.02% | 333 |
|
2020
Q4 | $43K | Buy |
+1,284
| New | +$43K | 0.02% | 271 |
|
2020
Q3 | – | Sell |
-548
| Closed | -$13K | – | 256 |
|
2020
Q2 | $13K | Buy |
+548
| New | +$13K | 0.01% | 332 |
|
2019
Q4 | $12K | Buy |
+548
| New | +$12K | 0.01% | 335 |
|