United Capital Financial Advisors’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
Q2 | – | Sell |
-3,605
| Closed | -$210K | – | 1182 |
|
|
2022
Q1 | $210K | Sell |
3,605
-48
| -1% | -$2.8K | ﹤0.01% | 1094 |
|
|
2021
Q4 | $256K | Buy |
+3,653
| New | +$256K | ﹤0.01% | 1080 |
|
|
2018
Q3 | – | Sell |
-9,502
| Closed | -$380K | – | 1365 |
|
|
2018
Q2 | $380K | Sell |
9,502
-187,739
| -95% | -$7.51M | ﹤0.01% | 1013 |
|
|
2018
Q1 | $8.25M | Sell |
197,241
-146,521
| -43% | -$6.13M | 0.06% | 329 |
|
|
2017
Q4 | $14.2M | Sell |
343,762
-5,317
| -2% | -$220K | 0.11% | 217 |
|
|
2017
Q3 | $13.5M | Sell |
349,079
-59,297
| -15% | -$2.29M | 0.11% | 213 |
|
|
2017
Q2 | $14M | Sell |
408,376
-155,898
| -28% | -$5.34M | 0.13% | 187 |
|
|
2017
Q1 | $18.2M | Buy |
+564,274
| New | +$18.2M | 0.17% | 135 |
|