Accurate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
5,704
+3
| +0.1% | +$198 | 0.06% | 315 |
|
|
2025
Q1 | $308K | Hold |
5,701
| – | – | 0.06% | 279 |
|
|
2024
Q4 | $338K | Sell |
5,701
-31
| -0.5% | -$1.84K | 0.06% | 279 |
|
|
2024
Q3 | $346K | Buy |
5,732
+31
| +0.5% | +$1.87K | 0.07% | 265 |
|
|
2024
Q2 | $347K | Hold |
5,701
| – | – | 0.08% | 217 |
|
|
2024
Q1 | $310K | Sell |
5,701
-20
| -0.3% | -$1.09K | 0.09% | 204 |
|
|
2023
Q4 | $333K | Sell |
5,721
-19
| -0.3% | -$1.11K | 0.1% | 186 |
|
|
2023
Q3 | $301K | Sell |
5,740
-60
| -1% | -$3.15K | 0.09% | 192 |
|
|
2023
Q2 | $332K | Hold |
5,800
| – | – | 0.1% | 187 |
|
|
2023
Q1 | $299K | Buy |
5,800
+60
| +1% | +$3.1K | 0.1% | 187 |
|
|
2022
Q4 | $285K | Sell |
5,740
-4
| -0.1% | -$198 | 0.1% | 174 |
|
|
2022
Q3 | $519K | Buy |
5,744
+4
| +0.1% | +$361 | 0.22% | 90 |
|
|
2022
Q2 | $286K | Buy |
+5,740
| New | +$286K | 0.16% | 111 |
|