Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,237
| Closed | -$253K | – | 2056 |
|
|
2024
Q1 | $253K | Sell |
4,237
-279
| -6% | -$16.6K | ﹤0.01% | 1661 |
|
|
2023
Q4 | $270K | Sell |
4,516
-4,556
| -50% | -$273K | ﹤0.01% | 1557 |
|
|
2023
Q3 | $474K | Buy |
9,072
+341
| +4% | +$17.8K | 0.01% | 1149 |
|
|
2023
Q2 | $485K | Buy |
8,731
+4,719
| +118% | +$262K | 0.01% | 1170 |
|
|
2023
Q1 | $211K | Sell |
4,012
-300
| -7% | -$15.8K | ﹤0.01% | 1633 |
|
|
2022
Q4 | $204K | Sell |
4,312
-448
| -9% | -$21.2K | ﹤0.01% | 1592 |
|
|
2022
Q3 | $212K | Sell |
4,760
-724
| -13% | -$32.3K | ﹤0.01% | 1512 |
|
|
2022
Q2 | $263K | Buy |
+5,484
| New | +$263K | ﹤0.01% | 1257 |
|