WealthBridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,256
| Closed | -$743K | – | 202 |
|
|
2024
Q4 | $743K | Buy |
23,256
+5,957
| +34% | +$190K | 0.21% | 82 |
|
|
2024
Q3 | $556K | Buy |
17,299
+5,388
| +45% | +$173K | 0.16% | 99 |
|
|
2024
Q2 | $367K | Buy |
11,911
+605
| +5% | +$18.7K | 0.12% | 119 |
|
|
2024
Q1 | $360K | Sell |
11,306
-708
| -6% | -$22.5K | 0.12% | 116 |
|
|
2023
Q4 | $342K | Buy |
12,014
+1,374
| +13% | +$39.2K | 0.13% | 114 |
|
|
2023
Q3 | $263K | Buy |
+10,640
| New | +$263K | 0.11% | 135 |
|
|
2022
Q4 | – | Sell |
-16,153
| Closed | -$328K | – | 197 |
|
|
2022
Q3 | $328K | Hold |
16,153
| – | – | 0.14% | 135 |
|
|
2022
Q2 | $328K | Sell |
16,153
-24,871
| -61% | -$505K | 0.14% | 135 |
|
|
2022
Q1 | $1.19M | Buy |
41,024
+7,248
| +21% | +$210K | 0.44% | 51 |
|
|
2021
Q4 | $1.21M | Buy |
33,776
+4,235
| +14% | +$152K | 0.45% | 51 |
|
|
2021
Q3 | $1.08M | Buy |
29,541
+282
| +1% | +$10.3K | 0.4% | 51 |
|
|
2021
Q2 | $1.02M | Buy |
29,259
+4,800
| +20% | +$168K | 0.37% | 59 |
|
|
2021
Q1 | $811K | Buy |
24,459
+2,913
| +14% | +$96.6K | 0.33% | 62 |
|
|
2020
Q4 | $714K | Buy |
21,546
+1,410
| +7% | +$46.7K | 0.31% | 67 |
|
|
2020
Q3 | $561K | Buy |
20,136
+5,834
| +41% | +$163K | 0.29% | 69 |
|
|
2020
Q2 | $341K | Buy |
+14,302
| New | +$341K | 0.19% | 85 |
|