BFWA
Benchmark Financial Wealth 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 | $201K | Buy |
+3,085
| New | +$201K | 0.07% | 114 |
|
|
2025
Q1 | – | Sell |
-3,543
| Closed | -$211K | – | 110 |
|
|
2024
Q4 | $211K | Buy |
3,543
+13
| +0.4% | +$776 | 0.07% | 95 |
|
|
2024
Q3 | $215K | Hold |
3,530
| – | – | 0.07% | 93 |
|
|
2024
Q2 | $208K | Buy |
3,530
+9
| +0.3% | +$529 | 0.08% | 89 |
|
|
2024
Q1 | $210K | Hold |
3,521
| – | – | 0.08% | 87 |
|
|
2023
Q4 | $211K | Buy |
+3,521
| New | +$211K | 0.09% | 78 |
|
|
2022
Q3 | – | Sell |
-4,266
| Closed | -$204K | – | 76 |
|
|
2022
Q2 | $204K | Sell |
4,266
-95
| -2% | -$4.54K | 0.1% | 67 |
|
|
2022
Q1 | $257K | Buy |
4,361
+35
| +0.8% | +$2.06K | 0.11% | 65 |
|
|
2021
Q4 | $286K | Buy |
4,326
+399
| +10% | +$26.4K | 0.12% | 59 |
|
|
2021
Q3 | $246K | Hold |
3,927
| – | – | 0.12% | 60 |
|
|
2021
Q2 | $248K | Buy |
3,927
+63
| +2% | +$3.98K | 0.12% | 57 |
|
|
2021
Q1 | $229K | Buy |
+3,864
| New | +$229K | 0.12% | 51 |
|
|
2020
Q2 | – | Sell |
-5,810
| Closed | -$207K | – | 58 |
|
|
2020
Q1 | $207K | Sell |
5,810
-3,212
| -36% | -$114K | 0.21% | 36 |
|
|
2019
Q4 | $386K | Sell |
9,022
-1,543
| -15% | -$66K | 0.32% | 24 |
|
|
2019
Q3 | $408K | Sell |
10,565
-1,654
| -14% | -$63.9K | 0.4% | 22 |
|
|
2019
Q2 | $471K | Buy |
12,219
+1,323
| +12% | +$51K | 0.46% | 22 |
|
|
2019
Q1 | $414K | Buy |
10,896
+1,186
| +12% | +$45.1K | 0.43% | 22 |
|
|
2018
Q4 | $323K | Buy |
+9,710
| New | +$323K | 0.4% | 23 |
|