Ergawealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,510
| Closed | -$270K | – | 62 |
|
|
2023
Q4 | $270K | Sell |
4,510
-41
| -0.9% | -$2.46K | 0.17% | 45 |
|
|
2023
Q3 | $238K | Sell |
4,551
-101
| -2% | -$5.27K | 0.16% | 44 |
|
|
2023
Q2 | $259K | Buy |
4,652
+3
| +0.1% | +$167 | 0.18% | 39 |
|
|
2023
Q1 | $245K | Sell |
4,649
-932
| -17% | -$49.1K | 0.2% | 38 |
|
|
2022
Q4 | $264K | Buy |
+5,581
| New | +$264K | 0.24% | 37 |
|