RSWM
Robertson Stephens Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-127,908
| Closed | -$4.65M | – | 545 |
|
|
2025
Q1 | $4.65M | Sell |
127,908
-4,618
| -3% | -$168K | 0.16% | 108 |
|
|
2024
Q4 | $5.12M | Buy |
132,526
+7,755
| +6% | +$300K | 0.18% | 107 |
|
|
2024
Q3 | $4.64M | Buy |
124,771
+8,087
| +7% | +$301K | 0.17% | 120 |
|
|
2024
Q2 | $4.16M | Buy |
+116,684
| New | +$4.16M | 0.21% | 92 |
|