SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $3.91M | Buy |
119,625
+4,925
| +4% | +$161K | 0.86% | 35 |
|
|
2025
Q1 | $3.26M | Buy |
114,700
+10,680
| +10% | +$304K | 0.78% | 39 |
|
|
2024
Q4 | $3.32M | Buy |
104,020
+10,850
| +12% | +$347K | 0.81% | 39 |
|
|
2024
Q3 | $3M | Sell |
93,170
-125
| -0.1% | -$4.02K | 0.76% | 46 |
|
|
2024
Q2 | $2.88M | Buy |
93,295
+20,800
| +29% | +$642K | 0.78% | 46 |
|
|
2024
Q1 | $2.31M | Buy |
72,495
+54,055
| +293% | +$1.72M | 0.65% | 53 |
|
|
2023
Q4 | $526K | Buy |
18,440
+3,250
| +21% | +$92.6K | 0.16% | 95 |
|
|
2023
Q3 | $375K | Buy |
+15,190
| New | +$375K | 0.13% | 103 |
|
|
2022
Q3 | – | Sell |
-2,390
| Closed | -$49K | – | 178 |
|
|
2022
Q2 | $49K | Sell |
2,390
-2,000
| -46% | -$41K | 0.02% | 225 |
|
|
2022
Q1 | $127K | Hold |
4,390
| – | – | 0.04% | 174 |
|
|
2021
Q4 | $158K | Hold |
4,390
| – | – | 0.04% | 160 |
|
|
2021
Q3 | $161K | Hold |
4,390
| – | – | 0.05% | 159 |
|
|
2021
Q2 | $153K | Hold |
4,390
| – | – | 0.04% | 164 |
|
|
2021
Q1 | $145K | Buy |
4,390
+100
| +2% | +$3.3K | 0.05% | 157 |
|
|
2020
Q4 | $142K | Hold |
4,290
| – | – | 0.05% | 151 |
|
|
2020
Q3 | $120K | Buy |
4,290
+90
| +2% | +$2.52K | 0.05% | 154 |
|
|
2020
Q2 | $100K | Hold |
4,200
| – | – | 0.04% | 159 |
|
|
2020
Q1 | $76K | Hold |
4,200
| – | – | 0.04% | 159 |
|
|
2019
Q4 | $91K | Hold |
4,200
| – | – | 0.04% | 156 |
|
|
2019
Q3 | $84K | Hold |
4,200
| – | – | 0.04% | 161 |
|
|
2019
Q2 | $87K | Hold |
4,200
| – | – | 0.04% | 157 |
|
|
2019
Q1 | $84K | Hold |
4,200
| – | – | 0.04% | 166 |
|
|
2018
Q4 | $70K | Buy |
+4,200
| New | +$70K | 0.04% | 165 |
|