BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,684
| Closed | -$268K | – | 1278 |
|
|
2020
Q4 | $268K | Sell |
4,684
-197
| -4% | -$11.3K | 0.04% | 212 |
|
|
2020
Q3 | $237K | Hold |
4,881
| – | – | 0.04% | 203 |
|
|
2020
Q2 | $217K | Hold |
4,881
| – | – | 0.04% | 209 |
|
|
2020
Q1 | $174K | Hold |
4,881
| – | – | 0.04% | 215 |
|
|
2019
Q4 | $209K | Hold |
4,881
| – | – | 0.05% | 187 |
|
|
2019
Q3 | $189K | Hold |
4,881
| – | – | 0.05% | 197 |
|
|
2019
Q2 | $188K | Buy |
+4,881
| New | +$188K | 0.05% | 195 |
|