Willingdon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $112K | Buy |
6,199
+129
| +2% | +$2.33K | 0.03% | 129 |
|
|
2019
Q4 | $133K | Buy |
6,070
+1,090
| +22% | +$23.9K | 0.03% | 141 |
|
|
2019
Q3 | $100K | Buy |
4,980
+236
| +5% | +$4.74K | 0.02% | 146 |
|
|
2019
Q2 | $98K | Sell |
4,744
-2,752
| -37% | -$56.9K | 0.02% | 148 |
|
|
2019
Q1 | $151K | Buy |
7,496
+734
| +11% | +$14.8K | 0.04% | 137 |
|
|
2018
Q4 | $113K | Sell |
6,762
-746
| -10% | -$12.5K | 0.03% | 148 |
|
|
2018
Q3 | $172K | Buy |
7,508
+3,403
| +83% | +$78K | 0.05% | 132 |
|
|
2018
Q2 | $90K | Buy |
4,105
+2,497
| +155% | +$54.7K | 0.03% | 155 |
|
|
2018
Q1 | $39K | Buy |
+1,608
| New | +$39K | 0.01% | 171 |
|