SOA Wealth Advisors’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 | $26.2K | Hold |
802
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $22.8K | Hold |
802
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $25.6K | Buy |
802
+170
| +27% | +$5.43K | ﹤0.01% | 415 |
|
|
2024
Q3 | $20.3K | Buy |
632
+1
| +0.2% | +$32 | ﹤0.01% | 448 |
|
|
2024
Q2 | $19.5K | Hold |
631
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $20.1K | Hold |
631
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $18K | Sell |
631
-126
| -17% | -$3.59K | ﹤0.01% | 444 |
|
|
2023
Q3 | $18.7K | Sell |
757
-38
| -5% | -$940 | ﹤0.01% | 432 |
|
|
2023
Q2 | $22.9K | Buy |
795
+75
| +10% | +$2.16K | 0.01% | 411 |
|
|
2023
Q1 | $18.4K | Hold |
720
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $14.8K | Hold |
720
| – | – | ﹤0.01% | 460 |
|
|
2022
Q3 | $13K | Sell |
720
-68
| -9% | -$1.23K | ﹤0.01% | 462 |
|
|
2022
Q2 | $16K | Hold |
788
| – | – | ﹤0.01% | 418 |
|
|
2022
Q1 | $22K | Hold |
788
| – | – | 0.01% | 444 |
|
|
2021
Q4 | $28K | Hold |
788
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $28K | Sell |
788
-386
| -33% | -$13.7K | 0.01% | 391 |
|
|
2021
Q2 | $41K | Sell |
1,174
-62
| -5% | -$2.17K | 0.01% | 330 |
|
|
2021
Q1 | $40K | Hold |
1,236
| – | – | 0.01% | 294 |
|
|
2020
Q4 | $44K | Buy |
+1,236
| New | +$44K | 0.01% | 278 |
|