Arkadios Wealth Advisors’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 | $5.61M | Buy |
85,960
+5,178
| +6% | +$338K | 0.17% | 140 |
|
|
2025
Q1 | $4.65M | Buy |
+80,782
| New | +$4.65M | 0.18% | 129 |
|
|
2022
Q1 | – | Sell |
-4,980
| Closed | -$329K | – | 633 |
|
|
2021
Q4 | $329K | Buy |
4,980
+265
| +6% | +$17.5K | 0.04% | 417 |
|
|
2021
Q3 | $295K | Buy |
4,715
+70
| +2% | +$4.38K | 0.04% | 410 |
|
|
2021
Q2 | $293K | Buy |
4,645
+414
| +10% | +$26.1K | 0.04% | 454 |
|
|
2021
Q1 | $250K | Buy |
4,231
+946
| +29% | +$55.9K | 0.04% | 373 |
|
|
2020
Q4 | $188K | Buy |
3,285
+11
| +0.3% | +$630 | 0.04% | 336 |
|
|
2020
Q3 | $166K | Hold |
3,274
| – | – | 0.08% | 205 |
|
|
2020
Q2 | $152K | Buy |
3,274
+17
| +0.5% | +$788 | 0.08% | 191 |
|
|
2020
Q1 | $116K | Hold |
3,257
| – | – | 0.07% | 219 |
|
|
2019
Q4 | $146K | Buy |
+3,257
| New | +$146K | 0.09% | 185 |
|