Sweet Financial Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$373K Buy
10,028
+1
+0% +$37 0.08% 147
2024
Q2
$357K Hold
10,027
0.08% 144
2024
Q1
$341K Buy
10,027
+1,027
+11% +$34.9K 0.08% 152
2023
Q4
$281K Buy
+9,000
New +$281K 0.07% 162