Evermay Wealth 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
2022
Q3
Sell
-22
Closed -$1K 570
2022
Q2
$1K Sell
22
-4
-15% -$182 ﹤0.01% 505
2022
Q1
$2K Hold
26
﹤0.01% 491
2021
Q4
$2K Buy
+26
New +$2K ﹤0.01% 480