Sowell Financial Services’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
Q2 | – | Sell |
-21,413
| Closed | -$681K | – | 527 |
|
|
2024
Q1 | $681K | Buy |
+21,413
| New | +$681K | 0.03% | 408 |
|
|
2023
Q3 | – | Sell |
-21,677
| Closed | -$624K | – | 513 |
|
|
2023
Q2 | $624K | Buy |
+21,677
| New | +$624K | 0.03% | 425 |
|
|
2022
Q1 | – | Sell |
-23,354
| Closed | -$839K | – | 205 |
|
|
2021
Q4 | $839K | Buy |
23,354
+3,178
| +16% | +$114K | 0.05% | 362 |
|
|
2021
Q3 | $738K | Sell |
20,176
-18,001
| -47% | -$658K | 0.05% | 335 |
|
|
2021
Q2 | $1.34M | Buy |
38,177
+2,808
| +8% | +$98.3K | 0.09% | 260 |
|
|
2021
Q1 | $1.2M | Buy |
35,369
+30,762
| +668% | +$1.04M | 0.04% | 359 |
|
|
2020
Q4 | $153K | Buy |
4,607
+1,552
| +51% | +$51.5K | 0.01% | 965 |
|
|
2020
Q3 | $85K | Sell |
3,055
-472
| -13% | -$13.1K | ﹤0.01% | 1027 |
|
|
2020
Q2 | $84K | Sell |
3,527
-35
| -1% | -$834 | ﹤0.01% | 1016 |
|
|
2020
Q1 | $65K | Buy |
3,562
+343
| +11% | +$6.26K | ﹤0.01% | 959 |
|
|
2019
Q4 | $70K | Hold |
3,219
| – | – | 0.01% | 1023 |
|
|
2019
Q3 | $64K | Buy |
+3,219
| New | +$64K | 0.01% | 937 |
|