Sugarloaf Wealth Management’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
Q4 | $5.43K | Buy |
+170
| New | +$5.43K | ﹤0.01% | 563 |
|
|
2023
Q4 | – | Sell |
-170
| Closed | -$4.2K | – | 689 |
|
|
2023
Q3 | $4.2K | Hold |
170
| – | – | ﹤0.01% | 551 |
|
|
2023
Q2 | $4.89K | Hold |
170
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $4.34K | Sell |
170
-100
| -37% | -$2.55K | ﹤0.01% | 557 |
|
|
2022
Q4 | $5.55K | Hold |
270
| – | – | ﹤0.01% | 567 |
|
|
2022
Q3 | $5K | Hold |
270
| – | – | ﹤0.01% | 602 |
|
|
2022
Q2 | $5K | Hold |
270
| – | – | ﹤0.01% | 589 |
|
|
2022
Q1 | $8K | Hold |
270
| – | – | ﹤0.01% | 500 |
|
|
2021
Q4 | $10K | Hold |
270
| – | – | ﹤0.01% | 505 |
|
|
2021
Q3 | $10K | Hold |
270
| – | – | ﹤0.01% | 513 |
|
|
2021
Q2 | $9K | Sell |
270
-892
| -77% | -$29.7K | ﹤0.01% | 499 |
|
|
2021
Q1 | $9 | Buy |
1,162
+892
| +330% | +$7 | ﹤0.01% | 506 |
|
|
2020
Q4 | $9K | Hold |
270
| – | – | ﹤0.01% | 480 |
|
|
2020
Q3 | $8K | Hold |
270
| – | – | ﹤0.01% | 473 |
|
|
2020
Q2 | $6K | Hold |
270
| – | – | ﹤0.01% | 493 |
|
|
2020
Q1 | $5K | Hold |
270
| – | – | ﹤0.01% | 502 |
|
|
2019
Q4 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 508 |
|