Guardian Wealth Advisors (North Carolina)’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
Q1 | – | Sell |
-111
| Closed | -$6.62K | – | 554 |
|
|
2024
Q4 | $6.62K | Hold |
111
| – | – | ﹤0.01% | 454 |
|
|
2024
Q3 | $6.76K | Hold |
111
| – | – | ﹤0.01% | 395 |
|
|
2024
Q2 | $6.53K | Buy |
+111
| New | +$6.53K | ﹤0.01% | 380 |
|
|
2024
Q1 | – | Sell |
-225
| Closed | -$13.5K | – | 480 |
|
|
2023
Q4 | $13.5K | Buy |
+225
| New | +$13.5K | ﹤0.01% | 371 |
|