Wealthcare Advisory Partners’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
Q2 | $906K | Sell |
27,740
-3,605
| -12% | -$118K | 0.02% | 506 |
|
|
2025
Q1 | $892K | Sell |
31,345
-3,609
| -10% | -$103K | 0.02% | 466 |
|
|
2024
Q4 | $1.12M | Sell |
34,954
-937
| -3% | -$29.9K | 0.03% | 396 |
|
|
2024
Q3 | $1.15M | Buy |
35,891
+339
| +1% | +$10.9K | 0.03% | 388 |
|
|
2024
Q2 | $1.1M | Sell |
35,552
-171
| -0.5% | -$5.28K | 0.03% | 355 |
|
|
2024
Q1 | $1.14M | Buy |
35,723
+9,553
| +37% | +$304K | 0.04% | 338 |
|
|
2023
Q4 | $746K | Buy |
26,170
+9,673
| +59% | +$276K | 0.03% | 395 |
|
|
2023
Q3 | $408K | Sell |
16,497
-2,066
| -11% | -$51.1K | 0.02% | 477 |
|
|
2023
Q2 | $533K | Buy |
18,563
+5,247
| +39% | +$151K | 0.02% | 433 |
|
|
2023
Q1 | $340K | Buy |
13,316
+1,824
| +16% | +$46.5K | 0.01% | 548 |
|
|
2022
Q4 | $236K | Buy |
+11,492
| New | +$236K | 0.01% | 603 |
|
|
2022
Q1 | – | Sell |
-6,506
| Closed | -$234K | – | 544 |
|
|
2021
Q4 | $234K | Hold |
6,506
| – | – | 0.01% | 506 |
|
|
2021
Q3 | $238K | Sell |
6,506
-160
| -2% | -$5.85K | 0.02% | 473 |
|
|
2021
Q2 | $233K | Buy |
6,666
+323
| +5% | +$11.3K | 0.02% | 481 |
|
|
2021
Q1 | $210K | Buy |
+6,343
| New | +$210K | 0.02% | 476 |
|
|
2020
Q2 | – | Sell |
-4,302
| Closed | -$78K | – | 435 |
|
|
2020
Q1 | $78K | Sell |
4,302
-1,275
| -23% | -$23.1K | 0.01% | 417 |
|
|
2019
Q4 | $122K | Buy |
5,577
+275
| +5% | +$6.02K | 0.02% | 367 |
|
|
2019
Q3 | $106K | Sell |
5,302
-532
| -9% | -$10.6K | 0.02% | 373 |
|
|
2019
Q2 | $121K | Buy |
5,834
+2,225
| +62% | +$46.1K | 0.02% | 344 |
|
|
2019
Q1 | $72K | Buy |
3,609
+8
| +0.2% | +$160 | 0.01% | 402 |
|
|
2018
Q4 | $60K | Buy |
3,601
+250
| +7% | +$4.17K | 0.01% | 397 |
|
|
2018
Q3 | $77K | Buy |
3,351
+1,440
| +75% | +$33.1K | 0.01% | 379 |
|
|
2018
Q2 | $42K | Buy |
1,911
+1,411
| +282% | +$31K | 0.01% | 495 |
|
|
2018
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 682 |
|
|
2017
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 627 |
|
|
2017
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 517 |
|