HHRDM
H&H Retirement Design & Management’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,052
| Closed | -$310K | – | 97 |
|
|
2022
Q4 | $310K | Sell |
6,052
-2,313
| -28% | -$119K | 0.26% | 59 |
|
|
2022
Q3 | $366K | Sell |
8,365
-13
| -0.2% | -$569 | 0.34% | 50 |
|
|
2022
Q2 | $434K | Sell |
8,378
-8,301
| -50% | -$430K | 0.32% | 50 |
|
|
2022
Q1 | $959K | Sell |
16,679
-9,620
| -37% | -$553K | 0.65% | 28 |
|
|
2021
Q4 | $1.52M | Sell |
26,299
-148,462
| -85% | -$8.56M | 0.96% | 29 |
|
|
2021
Q3 | $10.9M | Buy |
174,761
+2,992
| +2% | +$186K | 6.68% | 2 |
|
|
2021
Q2 | $10.9M | Sell |
171,769
-5,888
| -3% | -$373K | 6.66% | 2 |
|
|
2021
Q1 | $10.9M | Buy |
+177,657
| New | +$10.9M | 6.56% | 2 |
|
|
2020
Q3 | $7.76M | Buy |
+159,632
| New | +$7.76M | 6.09% | 3 |
|