United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,742
| Closed | -$350K | – | 1160 |
|
|
2021
Q4 | $350K | Buy |
9,742
+3,797
| +64% | +$136K | ﹤0.01% | 967 |
|
|
2021
Q3 | $217K | Buy |
5,945
+132
| +2% | +$4.82K | ﹤0.01% | 1108 |
|
|
2021
Q2 | $203K | Sell |
5,813
-482
| -8% | -$16.8K | ﹤0.01% | 1160 |
|
|
2021
Q1 | $209K | Buy |
6,295
+232
| +4% | +$7.7K | ﹤0.01% | 1105 |
|
|
2020
Q4 | $201K | Buy |
+6,063
| New | +$201K | ﹤0.01% | 1119 |
|
|
2020
Q3 | – | Sell |
-9,052
| Closed | -$216K | – | 1159 |
|
|
2020
Q2 | $216K | Buy |
+9,052
| New | +$216K | ﹤0.01% | 1077 |
|
|
2020
Q1 | – | Sell |
-9,555
| Closed | -$209K | – | 1205 |
|
|
2019
Q4 | $209K | Buy |
+9,555
| New | +$209K | ﹤0.01% | 1252 |
|
|
2018
Q2 | – | Sell |
-8,544
| Closed | -$207K | – | 1312 |
|
|
2018
Q1 | $207K | Buy |
+8,544
| New | +$207K | ﹤0.01% | 1221 |
|