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WealthPLAN Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

WealthPLAN Partners’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-35
Closed -$2.05K – 972
2023
Q2 		$2.05K Hold
35
– – ﹤0.01% 1073
2023
Q1 		$1.92K Buy
+35
New +$1.83K ﹤0.01% 1138

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CS
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GBWM
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FA
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PS
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Corient Private Wealth
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BFO
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