Envestnet Portfolio Solutions’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 | – | Sell |
-15,387
| Closed | -$886K | – | 1657 |
|
|
2025
Q1 | $886K | Sell |
15,387
-359
| -2% | -$20.7K | ﹤0.01% | 838 |
|
|
2024
Q4 | $939K | Buy |
15,746
+359
| +2% | +$21.4K | ﹤0.01% | 953 |
|
|
2024
Q3 | $937K | Hold |
15,387
| – | – | ﹤0.01% | 928 |
|
|
2024
Q2 | $905K | Hold |
15,387
| – | – | ﹤0.01% | 893 |
|
|
2024
Q1 | $917K | Sell |
15,387
-134
| -0.9% | -$7.99K | ﹤0.01% | 872 |
|
|
2023
Q4 | $929K | Sell |
15,521
-847
| -5% | -$50.7K | ﹤0.01% | 809 |
|
|
2023
Q3 | $855K | Buy |
+16,368
| New | +$855K | ﹤0.01% | 788 |
|