A detailed history of Western Wealth Management, LLC transactions in Global X Fds stock. As of the latest transaction made, Western Wealth Management, LLC holds 11,614 shares of BOTZ stock, worth $386,397. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,614
Previous 11,012 5.47%
Holding current value
$386,397
Previous $339,000 10.03%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$27.68 - $32.27 $16,663 - $19,426
602 Added 5.47%
11,614 $373,000
Q2 2024

Jul 19, 2024

BUY
$28.65 - $31.95 $15,757 - $17,572
550 Added 5.26%
11,012 $339,000
Q1 2024

May 02, 2024

BUY
$26.84 - $32.89 $8,723 - $10,689
325 Added 3.21%
10,462 $332,000
Q4 2023

Jan 31, 2024

SELL
$22.34 - $28.72 $226,482 - $291,163
-10,138 Reduced 50.0%
10,137 $288,000
Q3 2023

Nov 07, 2023

SELL
$24.12 - $30.13 $61,988 - $77,434
-2,570 Reduced 11.25%
20,275 $501,000
Q2 2023

Aug 30, 2023

BUY
$24.5 - $29.72 $331,509 - $402,141
13,531 Added 145.28%
22,845 $656,000
Q1 2023

Aug 30, 2023

BUY
$20.65 - $25.5 $192,334 - $237,507
9,314 New
9,314 $237,000
Q3 2022

Nov 04, 2022

BUY
$18.08 - $23.8 $215,188 - $283,267
11,902 Added 112.01%
22,528 $408,000
Q2 2022

Jul 18, 2022

SELL
$20.32 - $29.37 $24,018 - $34,715
-1,182 Reduced 10.01%
10,626 $214,000
Q1 2022

May 10, 2022

BUY
$26.13 - $36.09 $126,207 - $174,314
4,830 Added 69.22%
11,808 $342,000
Q4 2021

Feb 14, 2022

SELL
$34.68 - $39.83 $93,740 - $107,660
-2,703 Reduced 27.92%
6,978 $250,000
Q2 2021

Aug 09, 2021

SELL
$31.65 - $35.42 $119,098 - $133,285
-3,763 Reduced 27.99%
9,681 $336,000
Q1 2021

May 14, 2021

BUY
$31.53 - $36.46 $423,889 - $490,168
13,444 New
13,444 $446,000

Others Institutions Holding BOTZ

About GLOBAL X FDS


  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.