WealthCare Investment Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,796
| Closed | -$218K | – | 122 |
|
|
2023
Q2 | $218K | Sell |
4,796
-301
| -6% | -$13.7K | 0.13% | 113 |
|
|
2023
Q1 | $217K | Sell |
5,097
-530
| -9% | -$22.6K | 0.13% | 117 |
|
|
2022
Q4 | $201K | Sell |
5,627
-407
| -7% | -$14.5K | 0.14% | 111 |
|
|
2022
Q3 | $203K | Buy |
6,034
+566
| +10% | +$19K | 0.17% | 105 |
|
|
2022
Q2 | $203K | Buy |
5,468
+300
| +6% | +$11.1K | 0.17% | 105 |
|
|
2022
Q1 | $232K | Buy |
5,168
+22
| +0.4% | +$988 | 0.21% | 96 |
|
|
2021
Q4 | $283K | Buy |
+5,146
| New | +$283K | 0.27% | 82 |
|