Toth Financial Advisory’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $473K | Buy |
14,230
+2,660
| +23% | +$98.3K | 0.05% | 169 |
|
|
2025
Q4 | $419K | Buy |
11,570
+3,000
| +35% | +$109K | 0.05% | 175 |
|
|
2025
Q3 | $304K | Buy |
8,570
+8,465
| +8,062% | +$285K | 0.03% | 198 |
|
|
2025
Q2 | $3.43K | Sell |
105
-133
| -56% | -$3.94K | ﹤0.01% | 592 |
|
|
2025
Q1 | $6.76K | Sell |
238
-24
| -9% | -$775 | ﹤0.01% | 495 |
|
|
2024
Q4 | $8.36K | Buy |
262
+2
| +0.8% | +$65 | ﹤0.01% | 468 |
|
|
2024
Q3 | $8.35K | Buy |
260
+1
| +0.4% | +$31 | ﹤0.01% | 467 |
|
|
2024
Q2 | $8K | Hold |
259
| – | – | ﹤0.01% | 482 |
|
|
2024
Q1 | $8.25K | Buy |
259
+4
| +2% | +$120 | ﹤0.01% | 475 |
|
|
2023
Q4 | $7.28K | Sell |
255
-20
| -7% | -$511 | ﹤0.01% | 486 |
|
|
2023
Q3 | $6.81K | Buy |
275
+2
| +0.7% | +$54 | ﹤0.01% | 483 |
|
|
2023
Q2 | $7.85K | Buy |
273
+50
| +22% | +$1.33K | ﹤0.01% | 503 |
|
|
2023
Q1 | $5.69K | Buy |
223
+11
| +5% | +$259 | ﹤0.01% | 528 |
|
|
2022
Q4 | $4.36K | Sell |
212
-19
| -8% | -$382 | ﹤0.01% | 518 |
|
|
2022
Q3 | $4K | Buy |
231
+10
| +5% | +$211 | ﹤0.01% | 564 |
|
|
2022
Q2 | $4K | Hold |
221
| – | – | ﹤0.01% | 528 |
|
|
2022
Q1 | $6K | Sell |
221
-60
| -21% | -$1.79K | ﹤0.01% | 516 |
|
|
2021
Q4 | $10K | Sell |
281
-80
| -22% | -$2.95K | ﹤0.01% | 489 |
|
|
2021
Q3 | $13K | Sell |
361
-117
| -24% | -$4.2K | ﹤0.01% | 441 |
|
|
2021
Q2 | $17K | Buy |
478
+14
| +3% | +$480 | ﹤0.01% | 399 |
|
|
2021
Q1 | $15K | Buy |
464
+122
| +36% | +$4.17K | ﹤0.01% | 422 |
|
|
2020
Q4 | $11K | Hold |
342
| – | – | ﹤0.01% | 394 |
|
|
2020
Q3 | $10K | Buy |
342
+227
| +197% | +$5.98K | ﹤0.01% | 370 |
|
|
2020
Q2 | $3K | Buy |
115
+15
| +15% | +$322 | ﹤0.01% | 440 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 380 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 394 |
|
|
2019
Q2 | $2K | Buy |
+100
| New | +$2.04K | ﹤0.01% | 406 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$7K | – | 432 |
|
|
2018
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 333 |
|
|
2018
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 336 |
|
|
2017
Q4 | $7K | Buy |
+300
| New | +$7.04K | ﹤0.01% | 339 |
|