Valley Financial 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
2023
Q2
$2.87M Buy
49,045
+12,406
+34% +$726K 1.49% 23
2023
Q1
$2M Buy
36,639
+1,263
+4% +$69.1K 1.24% 27
2022
Q4
$1.64M Sell
35,376
-3,685
-9% -$171K 0.91% 24
2022
Q3
$1.61M Buy
+39,061
New +$1.61M 0.97% 24