Western Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+3,363
| New | +$201K | 0.01% | 699 |
|
|
2025
Q1 | – | Sell |
-3,702
| Closed | -$208K | – | 697 |
|
|
2024
Q4 | $208K | Sell |
3,702
-634
| -15% | -$35.7K | 0.01% | 632 |
|
|
2024
Q3 | $247K | Sell |
4,336
-213
| -5% | -$12.2K | 0.01% | 660 |
|
|
2024
Q2 | $251K | Sell |
4,549
-46
| -1% | -$2.54K | 0.02% | 551 |
|
|
2024
Q1 | $269K | Hold |
4,595
| – | – | 0.02% | 538 |
|
|
2023
Q4 | $263K | Sell |
4,595
-134
| -3% | -$7.68K | 0.02% | 582 |
|
|
2023
Q3 | $238K | Buy |
4,729
+76
| +2% | +$3.83K | 0.02% | 564 |
|
|
2023
Q2 | $272K | Hold |
4,653
| – | – | 0.02% | 525 |
|
|
2023
Q1 | $255K | Buy |
4,653
+1
| +0% | +$55 | 0.02% | 538 |
|
|
2022
Q4 | $216K | Sell |
4,652
-4,561
| -50% | -$211K | 0.02% | 555 |
|
|
2022
Q3 | $379K | Hold |
9,213
| – | – | 0.02% | 573 |
|
|
2022
Q2 | $414K | Sell |
9,213
-71
| -0.8% | -$3.19K | 0.02% | 526 |
|
|
2022
Q1 | $542K | Buy |
9,284
+4,948
| +114% | +$289K | 0.03% | 505 |
|
|
2021
Q4 | $305K | Buy |
+4,336
| New | +$305K | 0.03% | 466 |
|
|
2021
Q2 | $325K | Buy |
4,973
+303
| +6% | +$19.8K | 0.03% | 472 |
|
|
2021
Q1 | $297K | Sell |
4,670
-278
| -6% | -$17.7K | 0.04% | 403 |
|
|
2020
Q4 | $301K | Buy |
4,948
+11
| +0.2% | +$669 | 0.04% | 353 |
|
|
2020
Q3 | $238K | Sell |
4,937
-5
| -0.1% | -$241 | 0.04% | 377 |
|
|
2020
Q2 | $215K | Buy |
+4,942
| New | +$215K | 0.04% | 377 |
|
|
2020
Q1 | – | Sell |
-5,473
| Closed | -$230K | – | 416 |
|
|
2019
Q4 | $230K | Sell |
5,473
-91
| -2% | -$3.82K | 0.03% | 360 |
|
|
2019
Q3 | $217K | Buy |
5,564
+175
| +3% | +$6.83K | 0.05% | 360 |
|
|
2019
Q2 | $214K | Sell |
5,389
-201
| -4% | -$7.98K | 0.03% | 374 |
|
|
2019
Q1 | $217K | Sell |
5,590
-853
| -13% | -$33.1K | 0.05% | 350 |
|
|
2018
Q4 | $206K | Buy |
+6,443
| New | +$206K | 0.06% | 324 |
|