WWM
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Whalen Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Whalen Wealth Management’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-55,761
Closed -$1.59M – 124
2023
Q4 		$1.59M Buy
+55,761
New +$1.59M 1.43% 11