Clay Northam Wealth Management’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 | $718K | Hold |
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|
2025
Q2 | $652K | Sell |
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|
2025
Q1 | $586K | Buy |
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|
2024
Q4 | $607K | Sell |
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|
2024
Q3 | $623K | Hold |
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|
2024
Q2 | $602K | Sell |
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|
2024
Q1 | $628K | Hold |
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|
2023
Q4 | $631K | Hold |
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|
2023
Q3 | $550K | Hold |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $555K | Hold |
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|
2022
Q4 | $499K | Hold |
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|
2022
Q3 | $470K | Hold |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $666K | Sell |
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|
2021
Q4 | $1.14M | Buy |
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