Capital Analysts LLC’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $88K | Hold |
1,342
| – | – | ﹤0.01% | 703 |
|
2025
Q1 | $77K | Hold |
1,342
| – | – | ﹤0.01% | 702 |
|
2024
Q4 | $80K | Hold |
1,342
| – | – | ﹤0.01% | 663 |
|
2024
Q3 | $82K | Hold |
1,342
| – | – | ﹤0.01% | 622 |
|
2024
Q2 | $79K | Hold |
1,342
| – | – | ﹤0.01% | 626 |
|
2024
Q1 | $80K | Hold |
1,342
| – | – | ﹤0.01% | 585 |
|
2023
Q4 | $80K | Hold |
1,342
| – | – | ﹤0.01% | 572 |
|
2023
Q3 | $70K | Buy |
+1,342
| New | +$70K | ﹤0.01% | 545 |
|
2022
Q4 | – | Sell |
-192
| Closed | -$9K | – | 1172 |
|
2022
Q3 | $9K | Hold |
192
| – | – | ﹤0.01% | 829 |
|
2022
Q2 | $9K | Hold |
192
| – | – | ﹤0.01% | 814 |
|
2022
Q1 | $11K | Hold |
192
| – | – | ﹤0.01% | 744 |
|
2021
Q4 | $13K | Buy |
+192
| New | +$13K | ﹤0.01% | 782 |
|
2021
Q1 | – | Sell |
-319
| Closed | -$18K | – | 1107 |
|
2020
Q4 | $18K | Hold |
319
| – | – | ﹤0.01% | 529 |
|
2020
Q3 | $15K | Buy |
+319
| New | +$15K | ﹤0.01% | 541 |
|