WAS
Winch Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
3,438
| – | – | 0.05% | 96 |
|
|
2025
Q1 | $177K | Sell |
3,438
-102
| -3% | -$5.25K | 0.05% | 95 |
|
|
2024
Q4 | $199K | Buy |
3,540
+11
| +0.3% | +$619 | 0.05% | 90 |
|
|
2024
Q3 | $201K | Hold |
3,529
| – | – | 0.06% | 88 |
|
|
2024
Q2 | $194K | Hold |
3,529
| – | – | 0.06% | 87 |
|
|
2024
Q1 | $207K | Buy |
3,529
+1
| +0% | +$59 | 0.06% | 80 |
|
|
2023
Q4 | $202K | Hold |
3,528
| – | – | 0.07% | 78 |
|
|
2023
Q3 | $178K | Hold |
3,528
| – | – | 0.07% | 78 |
|
|
2023
Q2 | $207K | Hold |
3,528
| – | – | 0.07% | 73 |
|
|
2023
Q1 | $193K | Hold |
3,528
| – | – | 0.07% | 76 |
|
|
2022
Q4 | $163K | Hold |
3,528
| – | – | 0.07% | 82 |
|
|
2022
Q3 | $146K | Hold |
3,528
| – | – | 0.06% | 76 |
|
|
2022
Q2 | $159K | Sell |
3,528
-132
| -4% | -$5.95K | 0.06% | 76 |
|
|
2022
Q1 | $213K | Sell |
3,660
-2
| -0.1% | -$116 | 0.07% | 73 |
|
|
2021
Q4 | $257K | Buy |
3,662
+13
| +0.4% | +$912 | 0.09% | 70 |
|
|
2021
Q3 | $235K | Buy |
3,649
+1,589
| +77% | +$102K | 0.08% | 68 |
|
|
2021
Q2 | $134K | Buy |
2,060
+1,733
| +530% | +$113K | 0.05% | 79 |
|
|
2021
Q1 | $21K | Buy |
327
+157
| +92% | +$10.1K | 0.01% | 177 |
|
|
2020
Q4 | $10K | Buy |
170
+1
| +0.6% | +$59 | ﹤0.01% | 234 |
|
|
2020
Q3 | $8K | Hold |
169
| – | – | ﹤0.01% | 230 |
|
|
2020
Q2 | $7K | Hold |
169
| – | – | ﹤0.01% | 234 |
|
|
2020
Q1 | $6K | Hold |
169
| – | – | ﹤0.01% | 213 |
|
|
2019
Q4 | $7K | Hold |
169
| – | – | ﹤0.01% | 235 |
|
|
2019
Q3 | $6K | Hold |
169
| – | – | ﹤0.01% | 231 |
|
|
2019
Q2 | $7K | Sell |
169
-28
| -14% | -$1.16K | ﹤0.01% | 233 |
|
|
2019
Q1 | $8K | Buy |
197
+1
| +0.5% | +$41 | ﹤0.01% | 220 |
|
|
2018
Q4 | $6K | Hold |
196
| – | – | ﹤0.01% | 217 |
|
|
2018
Q3 | $8K | Hold |
196
| – | – | ﹤0.01% | 197 |
|
|
2018
Q2 | $8K | Hold |
196
| – | – | ﹤0.01% | 208 |
|
|
2018
Q1 | $8K | Buy |
196
+168
| +600% | +$6.86K | ﹤0.01% | 203 |
|
|
2017
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 296 |
|
|
2017
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 282 |
|