Cascadia Advisory Services’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
2021
Q3
$2.12M Buy
33,829
+114
+0.3% +$7.15K 0.43% 88
2021
Q2
$2.13M Sell
33,715
-100
-0.3% -$6.32K 0.46% 85
2021
Q1
$2M Buy
+33,815
New +$2M 0.44% 80
2020
Q3
$1.96M Sell
40,339
-4,717
-10% -$229K 0.55% 48
2020
Q2
$2.01M Buy
+45,056
New +$2.01M 0.61% 52
2019
Q4
$980K Buy
+22,918
New +$980K 0.28% 93