Evergreen Capital Management’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 | $1.99M | Sell |
30,441
-609
| -2% | -$39.7K | 0.06% | 266 |
|
|
2025
Q1 | $1.79M | Sell |
31,050
-5,393
| -15% | -$310K | 0.06% | 267 |
|
|
2024
Q4 | $2.17M | Sell |
36,443
-3,394
| -9% | -$203K | 0.07% | 245 |
|
|
2024
Q3 | $2.43M | Sell |
39,837
-11,667
| -23% | -$710K | 0.08% | 225 |
|
|
2024
Q2 | $3.03M | Sell |
51,504
-11,709
| -19% | -$689K | 0.11% | 194 |
|
|
2024
Q1 | $3.77M | Sell |
63,213
-52,463
| -45% | -$3.13M | 0.14% | 161 |
|
|
2023
Q4 | $6.93M | Sell |
115,676
-4,517
| -4% | -$270K | 0.28% | 102 |
|
|
2023
Q3 | $6.28M | Sell |
120,193
-3,185
| -3% | -$166K | 0.28% | 111 |
|
|
2023
Q2 | $6.86M | Buy |
123,378
+5,112
| +4% | +$284K | 0.29% | 105 |
|
|
2023
Q1 | $6.23M | Buy |
118,266
+15,510
| +15% | +$817K | 0.28% | 107 |
|
|
2022
Q4 | $4.86M | Sell |
102,756
-12,989
| -11% | -$615K | 0.23% | 127 |
|
|
2022
Q3 | $5.16M | Buy |
115,745
+14,010
| +14% | +$624K | 0.27% | 111 |
|
|
2022
Q2 | $4.88M | Sell |
101,735
-966
| -0.9% | -$46.3K | 0.25% | 111 |
|
|
2022
Q1 | $6.06M | Buy |
102,701
+6,470
| +7% | +$382K | 0.25% | 118 |
|
|
2021
Q4 | $6.36M | Buy |
96,231
+44,683
| +87% | +$2.95M | 0.25% | 111 |
|
|
2021
Q3 | $3.23M | Buy |
51,548
+15,837
| +44% | +$994K | 0.15% | 160 |
|
|
2021
Q2 | $2.26M | Buy |
+35,711
| New | +$2.26M | 0.11% | 195 |
|