Destiny 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 | $2.01M | Sell |
30,815
-52,689
| -63% | -$3.44M | 0.27% | 65 |
|
2025
Q1 | $4.81M | Buy |
83,504
+2,880
| +4% | +$166K | 0.76% | 45 |
|
2024
Q4 | $4.81M | Buy |
80,624
+708
| +0.9% | +$42.2K | 0.79% | 45 |
|
2024
Q3 | $4.87M | Sell |
79,916
-2,647
| -3% | -$161K | 0.85% | 40 |
|
2024
Q2 | $4.86M | Sell |
82,563
-658
| -0.8% | -$38.7K | 0.87% | 40 |
|
2024
Q1 | $4.96M | Buy |
83,221
+525
| +0.6% | +$31.3K | 0.89% | 45 |
|
2023
Q4 | $4.74M | Buy |
82,696
+2,038
| +3% | +$117K | 0.89% | 41 |
|
2023
Q3 | $4.21M | Buy |
80,658
+417
| +0.5% | +$21.8K | 0.85% | 42 |
|
2023
Q2 | $4.58M | Buy |
80,241
+1,811
| +2% | +$103K | 0.88% | 39 |
|
2023
Q1 | $4.13M | Buy |
78,430
+2,211
| +3% | +$117K | 0.86% | 39 |
|
2022
Q4 | $3.61M | Buy |
76,219
+683
| +0.9% | +$32.3K | 0.78% | 41 |
|
2022
Q3 | $3.37M | Buy |
75,536
+1,794
| +2% | +$80K | 0.76% | 45 |
|
2022
Q2 | $3.53M | Buy |
73,742
+3,358
| +5% | +$161K | 0.78% | 44 |
|
2022
Q1 | $4.16M | Buy |
70,384
+264
| +0.4% | +$15.6K | 0.81% | 42 |
|
2021
Q4 | $4.63M | Buy |
70,120
+7,788
| +12% | +$515K | 0.89% | 44 |
|
2021
Q3 | $3.91M | Sell |
62,332
-6,797
| -10% | -$426K | 0.79% | 48 |
|
2021
Q2 | $4.37M | Buy |
69,129
+4,160
| +6% | +$263K | 0.84% | 49 |
|
2021
Q1 | $3.85M | Buy |
64,969
+4,013
| +7% | +$238K | 0.8% | 46 |
|
2020
Q4 | $3.49M | Buy |
+60,956
| New | +$3.49M | 0.73% | 43 |
|