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 |
|