Daymark Wealth Partners’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 | $5.89M | Buy |
90,338
+2,053
| +2% | +$134K | 0.22% | 90 |
|
|
2025
Q1 | $5.08M | Buy |
88,285
+264
| +0.3% | +$15.2K | 0.22% | 96 |
|
|
2024
Q4 | $5.25M | Buy |
88,021
+1,831
| +2% | +$109K | 0.22% | 94 |
|
|
2024
Q3 | $5.25M | Buy |
86,190
+762
| +0.9% | +$46.4K | 0.22% | 96 |
|
|
2024
Q2 | $5.03M | Buy |
85,428
+949
| +1% | +$55.8K | 0.23% | 93 |
|
|
2024
Q1 | $5.04M | Buy |
84,479
+356
| +0.4% | +$21.2K | 0.27% | 87 |
|
|
2023
Q4 | $5.04M | Buy |
84,123
+1,327
| +2% | +$79.4K | 0.31% | 78 |
|
|
2023
Q3 | $4.32M | Buy |
82,796
+743
| +0.9% | +$38.8K | 0.3% | 76 |
|
|
2023
Q2 | $4.56M | Buy |
82,053
+409
| +0.5% | +$22.7K | 0.34% | 72 |
|
|
2023
Q1 | $4.3M | Sell |
81,644
-3,552
| -4% | -$187K | 0.57% | 40 |
|
|
2022
Q4 | $4.03M | Buy |
+85,196
| New | +$4.03M | 0.71% | 33 |
|