Cornerstone 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
2022
Q2
Sell
-8,092
Closed -$478K 489
2022
Q1
$478K Sell
8,092
-20
-0.2% -$1.18K 0.05% 282
2021
Q4
$538K Sell
8,112
-507
-6% -$33.6K 0.05% 275
2021
Q3
$541K Buy
8,619
+300
+4% +$18.8K 0.06% 260
2021
Q2
$526K Buy
+8,319
New +$526K 0.06% 273