BAWC
Boyce & Associates Wealth Consulting’s First Trust Expanded Technology ETF XPND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-17,447
| Closed | -$493K | – | 76 |
|
2025
Q1 | $493K | Buy |
17,447
+2,243
| +15% | +$63.3K | 0.49% | 39 |
|
2024
Q4 | $462K | Buy |
15,204
+4,736
| +45% | +$144K | 0.47% | 44 |
|
2024
Q3 | $301K | Buy |
10,468
+1,303
| +14% | +$37.4K | 0.31% | 52 |
|
2024
Q2 | $258K | Buy |
+9,165
| New | +$258K | 0.3% | 58 |
|