Badgley Phelps Wealth Managers’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
2022
Q2
Sell
-3,912
Closed -$231K 227
2022
Q1
$231K Sell
3,912
-213,630
-98% -$12.6M 0.01% 200
2021
Q4
$14.4M Buy
217,542
+13,387
+7% +$884K 0.47% 73
2021
Q3
$12.8M Buy
+204,155
New +$12.8M 0.47% 78