Exencial Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $500K | Buy |
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|
2025
Q2 | $444K | Sell |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $766K | Buy |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $513K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $704K | Buy |
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|
2020
Q2 | $328K | Buy |
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