AFA
American 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
Q2 | $202K | Buy |
+3,092
| New | +$202K | 0.03% | 156 |
|
|
2024
Q2 | – | Sell |
-4,385
| Closed | -$261K | – | 154 |
|
|
2024
Q1 | $261K | Hold |
4,385
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $263K | Sell |
4,385
-662
| -13% | -$39.6K | 0.04% | 121 |
|
|
2023
Q3 | $264K | Hold |
5,047
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $281K | Buy |
5,047
+7
| +0.1% | +$389 | 0.04% | 105 |
|
|
2023
Q1 | $266K | Hold |
5,040
| – | – | 0.04% | 108 |
|
|
2022
Q4 | $239K | Buy |
5,040
+9
| +0.2% | +$426 | 0.04% | 112 |
|
|
2022
Q3 | $224K | Hold |
5,031
| – | – | 0.04% | 106 |
|
|
2022
Q2 | $241K | Buy |
5,031
+14
| +0.3% | +$671 | 0.06% | 68 |
|
|
2022
Q1 | $296K | Hold |
5,017
| – | – | 0.04% | 104 |
|
|
2021
Q4 | $331K | Buy |
5,017
+13
| +0.3% | +$858 | 0.04% | 100 |
|
|
2021
Q3 | $314K | Hold |
5,004
| – | – | 0.04% | 102 |
|
|
2021
Q2 | $317K | Buy |
5,004
+13
| +0.3% | +$824 | 0.04% | 104 |
|
|
2021
Q1 | $296K | Hold |
4,991
| – | – | 0.04% | 102 |
|
|
2020
Q4 | $286K | Buy |
4,991
+9
| +0.2% | +$516 | 0.04% | 96 |
|
|
2020
Q3 | $242K | Buy |
4,982
+1
| +0% | +$49 | 0.04% | 91 |
|
|
2020
Q2 | $232K | Buy |
+4,981
| New | +$232K | 0.04% | 95 |
|
|
2020
Q1 | – | Sell |
-5,840
| Closed | -$225K | – | 107 |
|
|
2019
Q4 | $225K | Sell |
5,840
-1,640
| -22% | -$63.2K | 0.04% | 83 |
|
|
2019
Q3 | $289K | Sell |
7,480
-2,348
| -24% | -$90.7K | 0.05% | 75 |
|
|
2019
Q2 | $379K | Sell |
9,828
-1,020
| -9% | -$39.3K | 0.07% | 69 |
|
|
2019
Q1 | $412K | Sell |
10,848
-158,369
| -94% | -$6.01M | 0.08% | 68 |
|
|
2018
Q4 | $5.63M | Buy |
+169,217
| New | +$5.63M | 1.23% | 24 |
|