AFA
Alpha Financial Advisors’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,177
| Closed | -$2.1M | – | 53 |
|
|
2024
Q4 | $2.1M | Sell |
35,177
-336,306
| -91% | -$20.1M | 0.95% | 13 |
|
|
2024
Q3 | $22.6M | Buy |
371,483
+4,289
| +1% | +$261K | 10.01% | 5 |
|
|
2024
Q2 | $21.6M | Buy |
367,194
+2,843
| +0.8% | +$167K | 10.4% | 3 |
|
|
2024
Q1 | $21.7M | Buy |
364,351
+8,781
| +2% | +$524K | 10.24% | 5 |
|
|
2023
Q4 | $21.3M | Buy |
355,570
+12,611
| +4% | +$755K | 10.79% | 4 |
|
|
2023
Q3 | $17.9M | Buy |
342,959
+3,677
| +1% | +$192K | 11.34% | 3 |
|
|
2023
Q2 | $18.9M | Buy |
339,282
+15,768
| +5% | +$877K | 11.81% | 3 |
|
|
2023
Q1 | $17M | Buy |
323,514
+22,041
| +7% | +$1.16M | 11.84% | 2 |
|
|
2022
Q4 | $14.3M | Buy |
+301,473
| New | +$14.3M | 12.39% | 3 |
|