Wilson & Boucher Capital 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 | $226K | Buy |
+3,775
| New | +$226K | 0.16% | 105 |
|
|
2025
Q1 | – | Sell |
-3,775
| Closed | -$212K | – | 113 |
|
|
2024
Q4 | $212K | Sell |
3,775
-450
| -11% | -$25.3K | 0.15% | 107 |
|
|
2024
Q3 | $241K | Hold |
4,225
| – | – | 0.17% | 104 |
|
|
2024
Q2 | $233K | Hold |
4,225
| – | – | 0.18% | 103 |
|
|
2024
Q1 | $248K | Hold |
4,225
| – | – | 0.2% | 102 |
|
|
2023
Q4 | $242K | Sell |
4,225
-275
| -6% | -$15.8K | 0.2% | 99 |
|
|
2023
Q3 | $227K | Hold |
4,500
| – | – | 0.22% | 96 |
|
|
2023
Q2 | $264K | Hold |
4,500
| – | – | 0.24% | 87 |
|
|
2023
Q1 | $246K | Hold |
4,500
| – | – | 0.24% | 88 |
|
|
2022
Q4 | $208K | Buy |
+4,500
| New | +$208K | 0.21% | 96 |
|
|
2022
Q3 | – | Sell |
-4,600
| Closed | -$207K | – | 95 |
|
|
2022
Q2 | $207K | Hold |
4,600
| – | – | 0.23% | 96 |
|
|
2022
Q1 | $268K | Sell |
4,600
-100
| -2% | -$5.83K | 0.24% | 89 |
|
|
2021
Q4 | $330K | Buy |
+4,700
| New | +$330K | 0.3% | 82 |
|