CPC
Consolidated Planning Corp’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,454
| Closed | -$564K | – | 208 |
|
|
2024
Q1 | $564K | Sell |
9,454
-11,802
| -56% | -$704K | 0.1% | 106 |
|
|
2023
Q4 | $1.27M | Sell |
21,256
-1,645
| -7% | -$98.5K | 0.24% | 82 |
|
|
2023
Q3 | $1.2M | Sell |
22,901
-133
| -0.6% | -$6.94K | 0.26% | 80 |
|
|
2023
Q2 | $1.28M | Buy |
23,034
+357
| +2% | +$19.8K | 0.27% | 85 |
|
|
2023
Q1 | $1.2M | Sell |
22,677
-1,119
| -5% | -$59K | 0.31% | 77 |
|
|
2022
Q4 | $1.13M | Buy |
+23,796
| New | +$1.13M | 0.31% | 76 |
|
|
2022
Q3 | – | Sell |
-27,009
| Closed | -$1.3M | – | 126 |
|
|
2022
Q2 | $1.3M | Buy |
+27,009
| New | +$1.3M | 0.4% | 63 |
|