Valley Wealth Managers’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Buy |
627,210
+42,272
| +7% | +$1.85M | 1.97% | 8 |
|
|
2025
Q1 | $21.3M | Buy |
584,938
+9,816
| +2% | +$357K | 1.61% | 23 |
|
|
2024
Q4 | $22.2M | Buy |
575,122
+22,132
| +4% | +$855K | 1.66% | 15 |
|
|
2024
Q3 | $20.6M | Buy |
552,990
+4,015
| +0.7% | +$149K | 1.52% | 22 |
|
|
2024
Q2 | $19.6M | Buy |
548,975
+317,031
| +137% | +$11.3M | 1.56% | 21 |
|
|
2024
Q1 | $7.88M | Buy |
231,944
+157,239
| +210% | +$5.34M | 0.59% | 49 |
|
|
2023
Q4 | $2.33M | Sell |
74,705
-3,560
| -5% | -$111K | 0.18% | 105 |
|
|
2023
Q3 | $2.11M | Buy |
+78,265
| New | +$2.11M | 0.18% | 109 |
|