Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
4,897
| – | – | 0.04% | 103 |
|
|
2025
Q1 | $139K | Sell |
4,897
-146
| -3% | -$4.16K | 0.04% | 105 |
|
|
2024
Q4 | $161K | Hold |
5,043
| – | – | 0.04% | 97 |
|
|
2024
Q3 | $162K | Buy |
5,043
+206
| +4% | +$6.62K | 0.04% | 99 |
|
|
2024
Q2 | $149K | Hold |
4,837
| – | – | 0.04% | 97 |
|
|
2024
Q1 | $154K | Buy |
4,837
+1
| +0% | +$32 | 0.05% | 95 |
|
|
2023
Q4 | $138K | Hold |
4,836
| – | – | 0.05% | 95 |
|
|
2023
Q3 | $120K | Buy |
4,836
+9
| +0.2% | +$223 | 0.04% | 94 |
|
|
2023
Q2 | $139K | Buy |
4,827
+805
| +20% | +$23.2K | 0.05% | 88 |
|
|
2023
Q1 | $103K | Hold |
4,022
| – | – | 0.04% | 99 |
|
|
2022
Q4 | $83K | Hold |
4,022
| – | – | 0.04% | 104 |
|
|
2022
Q3 | $73K | Buy |
4,022
+6
| +0.1% | +$109 | 0.03% | 97 |
|
|
2022
Q2 | $82K | Sell |
4,016
-242
| -6% | -$4.94K | 0.03% | 98 |
|
|
2022
Q1 | $124K | Sell |
4,258
-3
| -0.1% | -$87 | 0.04% | 90 |
|
|
2021
Q4 | $153K | Buy |
4,261
+15
| +0.4% | +$539 | 0.05% | 81 |
|
|
2021
Q3 | $155K | Buy |
4,246
+5
| +0.1% | +$183 | 0.05% | 77 |
|
|
2021
Q2 | $148K | Buy |
4,241
+3,650
| +618% | +$127K | 0.05% | 75 |
|
|
2021
Q1 | $20K | Buy |
591
+232
| +65% | +$7.85K | 0.01% | 181 |
|
|
2020
Q4 | $12K | Hold |
359
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $10K | Buy |
359
+1
| +0.3% | +$28 | ﹤0.01% | 207 |
|
|
2020
Q2 | $9K | Hold |
358
| – | – | ﹤0.01% | 203 |
|
|
2020
Q1 | $6K | Hold |
358
| – | – | ﹤0.01% | 205 |
|
|
2019
Q4 | $8K | Hold |
358
| – | – | ﹤0.01% | 222 |
|
|
2019
Q3 | $7K | Buy |
358
+3
| +0.8% | +$59 | ﹤0.01% | 220 |
|
|
2019
Q2 | $7K | Buy |
+355
| New | +$7K | ﹤0.01% | 229 |
|