Emerson Wealth’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 | $370K | Buy |
7,714
+1,303
| +20% | +$62.5K | 0.24% | 16 |
|
|
2022
Q1 | $379K | Hold |
6,411
| – | – | 0.21% | 17 |
|
|
2021
Q4 | $424K | Buy |
6,411
+2
| +0% | +$132 | 0.22% | 16 |
|
|
2021
Q3 | $402K | Hold |
6,409
| – | – | 0.22% | 17 |
|
|
2021
Q2 | $405K | Sell |
6,409
-328
| -5% | -$20.7K | 0.22% | 16 |
|
|
2021
Q1 | $399K | Hold |
6,737
| – | – | 0.24% | 16 |
|
|
2020
Q4 | $386K | Buy |
6,737
+2,201
| +49% | +$126K | 0.23% | 17 |
|
|
2020
Q3 | $220K | Buy |
+4,536
| New | +$220K | 0.15% | 22 |
|