TriaGen Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25,853
| Closed | -$1.81M | – | 199 |
|
|
2021
Q4 | $1.81M | Buy |
25,853
+338
| +1% | +$23.7K | 0.9% | 38 |
|
|
2021
Q3 | $1.64M | Buy |
25,515
+816
| +3% | +$52.5K | 0.89% | 36 |
|
|
2021
Q2 | $1.63M | Buy |
24,699
+2,945
| +14% | +$194K | 0.84% | 43 |
|
|
2021
Q1 | $1.38M | Buy |
21,754
+5,016
| +30% | +$319K | 0.79% | 47 |
|
|
2020
Q4 | $1.02M | Buy |
+16,738
| New | +$1.02M | 0.6% | 59 |
|