Eldridge Investment Advisors’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
Q1 | – | Sell |
-9,161
| Closed | -$605K | – | 137 |
|
|
2021
Q4 | $605K | Sell |
9,161
-1,443
| -14% | -$95.3K | 0.2% | 66 |
|
|
2021
Q3 | $665K | Buy |
10,604
+310
| +3% | +$19.4K | 0.24% | 64 |
|
|
2021
Q2 | $651K | Buy |
10,294
+1,813
| +21% | +$115K | 0.24% | 63 |
|
|
2021
Q1 | $502K | Buy |
8,481
+1,090
| +15% | +$64.5K | 0.19% | 68 |
|
|
2020
Q4 | $423K | Buy |
7,391
+2,580
| +54% | +$148K | 0.18% | 67 |
|
|
2020
Q3 | $234K | Buy |
+4,811
| New | +$234K | 0.11% | 92 |
|