Stiles 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,693
| Closed | -$207K | – | 183 |
|
|
2022
Q4 | $207K | Sell |
8,693
-164
| -2% | -$3.91K | 0.12% | 165 |
|
|
2022
Q3 | $207K | Buy |
+8,857
| New | +$207K | 0.13% | 152 |
|
|
2022
Q2 | – | Sell |
-7,179
| Closed | -$208K | – | 176 |
|
|
2022
Q1 | $208K | Buy |
7,179
+750
| +12% | +$21.7K | 0.1% | 172 |
|
|
2021
Q4 | $231K | Buy |
+6,429
| New | +$231K | 0.11% | 160 |
|