4J Wealth Management’s iShares Exponential Technologies ETF XT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,820
Closed -$305K 77
2021
Q2
$305K Sell
4,820
-90
-2% -$5.7K 0.27% 61
2021
Q1
$291K Sell
4,910
-695
-12% -$41.2K 0.27% 62
2020
Q4
$320K Buy
+5,605
New +$320K 0.31% 60