CFA
Cahill Financial Advisors’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,841
| Closed | -$638K | – | 273 |
|
|
2024
Q2 | $638K | Sell |
10,841
-1,686
| -13% | -$99.2K | 0.09% | 156 |
|
|
2024
Q1 | $747K | Sell |
12,527
-39,009
| -76% | -$2.33M | 0.1% | 147 |
|
|
2023
Q4 | $3.09M | Buy |
51,536
+30
| +0.1% | +$1.8K | 0.46% | 46 |
|
|
2023
Q3 | $2.69M | Buy |
51,506
+873
| +2% | +$45.6K | 0.45% | 46 |
|
|
2023
Q2 | $2.82M | Buy |
50,633
+919
| +2% | +$51.1K | 0.46% | 46 |
|
|
2023
Q1 | $2.62M | Buy |
49,714
+1,207
| +2% | +$63.6K | 0.46% | 46 |
|
|
2022
Q4 | $2.3M | Sell |
48,507
-16,827
| -26% | -$797K | 0.44% | 52 |
|
|
2022
Q3 | $2.91M | Sell |
65,334
-1,297
| -2% | -$57.8K | 0.61% | 40 |
|
|
2022
Q2 | $3.19M | Sell |
66,631
-7,707
| -10% | -$369K | 0.68% | 37 |
|
|
2022
Q1 | $4.39M | Buy |
74,338
+48,990
| +193% | +$2.89M | 0.83% | 29 |
|
|
2021
Q4 | $1.68M | Buy |
25,348
+12,107
| +91% | +$800K | 0.32% | 73 |
|
|
2021
Q3 | $831K | Buy |
+13,241
| New | +$831K | 0.17% | 120 |
|