AE 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 | $999K | Sell |
15,304
-911
| -6% | -$59.4K | 0.01% | 722 |
|
|
2025
Q1 | $933K | Buy |
16,215
+1,232
| +8% | +$70.9K | 0.01% | 719 |
|
|
2024
Q4 | $894K | Buy |
14,983
+1,207
| +9% | +$72K | 0.01% | 730 |
|
|
2024
Q3 | $839K | Buy |
13,776
+54
| +0.4% | +$3.29K | 0.01% | 742 |
|
|
2024
Q2 | $807K | Buy |
13,722
+6,646
| +94% | +$391K | 0.01% | 759 |
|
|
2024
Q1 | $422K | Sell |
7,076
-3,066
| -30% | -$183K | ﹤0.01% | 865 |
|
|
2023
Q4 | $588K | Sell |
10,142
-104
| -1% | -$6.03K | ﹤0.01% | 1349 |
|
|
2023
Q3 | $535K | Sell |
10,246
-860
| -8% | -$44.9K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $617K | Buy |
11,106
+874
| +9% | +$48.6K | ﹤0.01% | 1277 |
|
|
2023
Q1 | $539K | Buy |
10,232
+1,258
| +14% | +$66.3K | ﹤0.01% | 1315 |
|
|
2022
Q4 | $425K | Sell |
8,974
-842
| -9% | -$39.9K | ﹤0.01% | 1371 |
|
|
2022
Q3 | $437K | Buy |
9,816
+2,338
| +31% | +$104K | ﹤0.01% | 1321 |
|
|
2022
Q2 | $358K | Buy |
7,478
+1,285
| +21% | +$61.5K | ﹤0.01% | 1360 |
|
|
2022
Q1 | $366K | Buy |
6,193
+24
| +0.4% | +$1.42K | ﹤0.01% | 1344 |
|
|
2021
Q4 | $408K | Buy |
6,169
+1,693
| +38% | +$112K | ﹤0.01% | 1338 |
|
|
2021
Q3 | $281K | Sell |
4,476
-11,366
| -72% | -$714K | ﹤0.01% | 1382 |
|
|
2021
Q2 | $1M | Buy |
15,842
+11,939
| +306% | +$755K | 0.01% | 838 |
|
|
2021
Q1 | $231K | Sell |
3,903
-1,438
| -27% | -$85.1K | ﹤0.01% | 1351 |
|
|
2020
Q4 | $306K | Buy |
+5,341
| New | +$306K | ﹤0.01% | 1137 |
|