SFWA
Summit Financial Wealth Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.15M | Buy |
31,550
+2,050
| +7% | +$74.6K | 0.23% | 54 |
|
|
2024
Q4 | $1.18M | Buy |
29,500
+2,800
| +10% | +$112K | 0.23% | 53 |
|
|
2024
Q3 | $992K | Buy |
26,700
+1,980
| +8% | +$73.6K | 0.19% | 61 |
|
|
2024
Q2 | $881K | Buy |
24,720
+4,020
| +19% | +$143K | 0.18% | 58 |
|
|
2024
Q1 | $703K | Buy |
20,700
+13,200
| +176% | +$448K | 0.14% | 68 |
|
|
2023
Q4 | $234K | Buy |
+7,500
| New | +$234K | 0.05% | 112 |
|