Western Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $247K | Sell |
5,107
-150
| -3% | -$7.25K | 0.01% | 621 |
|
2025
Q1 | $214K | Sell |
5,257
-817
| -13% | -$33.2K | 0.01% | 630 |
|
2024
Q4 | $274K | Sell |
6,074
-395
| -6% | -$17.8K | 0.02% | 552 |
|
2024
Q3 | $283K | Sell |
6,469
-759
| -11% | -$33.2K | 0.02% | 615 |
|
2024
Q2 | $306K | Buy |
7,228
+1,202
| +20% | +$50.9K | 0.02% | 491 |
|
2024
Q1 | $273K | Buy |
6,026
+938
| +18% | +$42.4K | 0.02% | 532 |
|
2023
Q4 | $232K | Buy |
+5,088
| New | +$232K | 0.02% | 621 |
|
2022
Q2 | – | Sell |
-4,543
| Closed | -$214K | – | 840 |
|
2022
Q1 | $214K | Buy |
+4,543
| New | +$214K | 0.01% | 774 |
|