Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,780
| Closed | -$1.25M | – | 19 |
|
|
2024
Q3 | $1.25M | Sell |
38,780
-368
| -0.9% | -$11.8K | 0.38% | 59 |
|
|
2024
Q2 | $1.21M | Buy |
39,148
+131
| +0.3% | +$4.04K | 0.4% | 53 |
|
|
2024
Q1 | $1.24M | Buy |
39,017
+812
| +2% | +$25.8K | 0.45% | 54 |
|
|
2023
Q4 | $1.09M | Buy |
38,205
+1,064
| +3% | +$30.3K | 0.45% | 45 |
|
|
2023
Q3 | $918K | Buy |
37,141
+1,510
| +4% | +$37.3K | 0.44% | 49 |
|
|
2023
Q2 | $1.02M | Buy |
35,631
+367
| +1% | +$10.5K | 0.48% | 43 |
|
|
2023
Q1 | $899K | Buy |
35,264
+5,960
| +20% | +$152K | 0.47% | 48 |
|
|
2022
Q4 | $602K | Sell |
29,304
-21,390
| -42% | -$440K | 0.35% | 50 |
|
|
2022
Q3 | $917K | Sell |
50,694
-94,749
| -65% | -$1.71M | 0.57% | 36 |
|
|
2022
Q2 | $2.96M | Sell |
145,443
-6,618
| -4% | -$134K | 2.03% | 16 |
|
|
2022
Q1 | $4.41M | Buy |
152,061
+8,875
| +6% | +$257K | 2.62% | 12 |
|
|
2021
Q4 | $5.15M | Buy |
+143,186
| New | +$5.15M | 2.89% | 12 |
|