Centurion Wealth Management’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 | $235K | Hold |
3,609
| – | – | 0.07% | 206 |
|
2025
Q1 | $215K | Hold |
3,609
| – | – | 0.07% | 198 |
|
2024
Q4 | $215K | Hold |
3,609
| – | – | 0.07% | 198 |
|
2024
Q3 | $220K | Buy |
+3,609
| New | +$220K | 0.07% | 191 |
|
2024
Q1 | $215K | Hold |
3,609
| – | – | 0.08% | 172 |
|
2023
Q4 | $216K | Sell |
3,609
-760
| -17% | -$45.5K | 0.09% | 150 |
|
2023
Q3 | $228K | Hold |
4,369
| – | – | 0.11% | 130 |
|
2023
Q2 | $243K | Hold |
4,369
| – | – | 0.12% | 129 |
|
2023
Q1 | $230K | Hold |
4,369
| – | – | 0.12% | 129 |
|
2022
Q4 | $207K | Buy |
+4,369
| New | +$207K | 0.12% | 144 |
|