Triumph Capital 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
Q3 | – | Sell |
-10,699
| Closed | -$331K | – | 270 |
|
|
2024
Q2 | $331K | Buy |
10,699
+404
| +4% | +$12.5K | 0.13% | 165 |
|
|
2024
Q1 | $326K | Buy |
10,295
+1,124
| +12% | +$35.6K | 0.13% | 159 |
|
|
2023
Q4 | $261K | Sell |
9,171
-1,580
| -15% | -$45K | 0.11% | 167 |
|
|
2023
Q3 | $266K | Buy |
10,751
+965
| +10% | +$23.9K | 0.12% | 170 |
|
|
2023
Q2 | $282K | Buy |
9,786
+740
| +8% | +$21.3K | 0.13% | 160 |
|
|
2023
Q1 | $231K | Sell |
9,046
-954
| -10% | -$24.3K | 0.12% | 160 |
|
|
2022
Q4 | $206K | Buy |
+10,000
| New | +$206K | 0.11% | 190 |
|
|
2022
Q1 | – | Sell |
-6,443
| Closed | -$232K | – | 205 |
|
|
2021
Q4 | $232K | Buy |
+6,443
| New | +$232K | 0.1% | 181 |
|