Carson Wealth (CWM LLC)’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.5M | Sell |
|
|||||
|
2025
Q2 | $12.4M | Sell |
|
|||||
|
2025
Q1 | $11.6M | Sell |
|
|||||
|
2024
Q4 | $12.4M | Buy |
|
|||||
|
2024
Q3 | $1.51M | Buy |
|
|||||
|
2024
Q2 | $1.44M | Sell |
|
|||||
|
2024
Q1 | $1.49M | Sell |
|
|||||
|
2023
Q4 | $1.77M | Buy |
|
|||||
|
2023
Q3 | $1.4M | Buy |
|
|||||
|
2023
Q2 | $1.16M | Buy |
|
|||||
|
2023
Q1 | $1M | Sell |
|
|||||
|
2022
Q4 | $1.02M | Sell |
|
|||||
|
2022
Q3 | $1.22M | Sell |
|
|||||
|
2022
Q2 | $1.47M | Sell |
|
|||||
|
2022
Q1 | $2.25M | Sell |
|
|||||
|
2021
Q4 | $2.88M | Buy |
|
|||||
|
2021
Q2 | $2.77M | Hold |
|
|||||
|
2021
Q1 | $2.77M | Hold |
|
|||||
|
2020
Q4 | $2.77M | Hold |
|
|||||
|
2020
Q3 | $2.77M | Hold |
|
|||||
|
2020
Q2 | $2.77M | Hold |
|
|||||
|
2020
Q1 | $2.77M | Hold |
|
|||||
|
2019
Q4 | $2.77M | Hold |
|
|||||
|
2019
Q3 | $2.77M | Hold |
|
|||||
|
2019
Q2 | $2.77M | Hold |
|
|||||
|
2019
Q1 | $2.77M | Sell |
|
|||||
|
2018
Q4 | $1.64M | Buy |
|
|||||
|
2018
Q3 | $477K | Buy |
|