Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.38M | Buy |
39,594
+7,207
| +22% | +$252K | 0.51% | 25 |
|
|
2021
Q1 | $1.07M | Buy |
32,387
+2,643
| +9% | +$87.6K | 0.41% | 32 |
|
|
2020
Q4 | $986K | Buy |
29,744
+368
| +1% | +$12.2K | 0.43% | 32 |
|
|
2020
Q3 | $819K | Buy |
29,376
+2,218
| +8% | +$61.8K | 0.4% | 38 |
|
|
2020
Q2 | $648K | Buy |
27,158
+8,392
| +45% | +$200K | 0.38% | 36 |
|
|
2020
Q1 | $340K | Buy |
18,766
+746
| +4% | +$13.5K | 0.25% | 51 |
|
|
2019
Q4 | $394K | Buy |
18,020
+3,408
| +23% | +$74.5K | 0.26% | 54 |
|
|
2019
Q3 | $293K | Buy |
+14,612
| New | +$293K | 0.21% | 61 |
|