Western Wealth 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
Q2 | $221K | Buy |
+6,754
| New | +$221K | 0.01% | 656 |
|
|
2024
Q4 | – | Sell |
-11,614
| Closed | -$373K | – | 665 |
|
|
2024
Q3 | $373K | Buy |
11,614
+602
| +5% | +$19.4K | 0.02% | 530 |
|
|
2024
Q2 | $340K | Buy |
11,012
+550
| +5% | +$17K | 0.03% | 454 |
|
|
2024
Q1 | $333K | Buy |
10,462
+325
| +3% | +$10.3K | 0.03% | 476 |
|
|
2023
Q4 | $289K | Sell |
10,137
-10,138
| -50% | -$289K | 0.02% | 556 |
|
|
2023
Q3 | $501K | Sell |
20,275
-2,570
| -11% | -$63.5K | 0.04% | 386 |
|
|
2023
Q2 | $657K | Buy |
22,845
+13,531
| +145% | +$389K | 0.06% | 317 |
|
|
2023
Q1 | $237K | Buy |
+9,314
| New | +$237K | 0.02% | 563 |
|
|
2022
Q4 | – | Sell |
-22,528
| Closed | -$408K | – | 626 |
|
|
2022
Q3 | $408K | Buy |
22,528
+11,902
| +112% | +$216K | 0.02% | 554 |
|
|
2022
Q2 | $214K | Sell |
10,626
-1,182
| -10% | -$23.8K | 0.01% | 717 |
|
|
2022
Q1 | $342K | Buy |
11,808
+4,830
| +69% | +$140K | 0.02% | 631 |
|
|
2021
Q4 | $250K | Buy |
+6,978
| New | +$250K | 0.02% | 517 |
|
|
2021
Q2 | $336K | Sell |
9,681
-3,763
| -28% | -$131K | 0.03% | 460 |
|
|
2021
Q1 | $446K | Buy |
+13,444
| New | +$446K | 0.06% | 307 |
|