HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
7,025
-500
| -7% | -$32.6K | ﹤0.01% | 761 |
|
|
2025
Q1 | $433K | Sell |
7,525
-500
| -6% | -$28.8K | ﹤0.01% | 797 |
|
|
2024
Q4 | $479K | Sell |
8,025
-975
| -11% | -$58.2K | ﹤0.01% | 631 |
|
|
2024
Q3 | $548K | Sell |
9,000
-130
| -1% | -$7.91K | 0.01% | 555 |
|
|
2024
Q2 | $537K | Hold |
9,130
| – | – | 0.01% | 521 |
|
|
2024
Q1 | $544K | Hold |
9,130
| – | – | 0.01% | 477 |
|
|
2023
Q4 | $547K | Sell |
9,130
-50
| -0.5% | -$2.99K | 0.01% | 431 |
|
|
2023
Q3 | $479K | Sell |
9,180
-445
| -5% | -$23.2K | 0.01% | 440 |
|
|
2023
Q2 | $535K | Sell |
9,625
-725
| -7% | -$40.3K | 0.01% | 399 |
|
|
2023
Q1 | $545K | Sell |
10,350
-535
| -5% | -$28.2K | 0.01% | 398 |
|
|
2022
Q4 | $515K | Buy |
10,885
+535
| +5% | +$25.3K | 0.01% | 387 |
|
|
2022
Q3 | $461K | Buy |
10,350
+650
| +7% | +$29K | 0.01% | 351 |
|
|
2022
Q2 | $465K | Sell |
9,700
-2,775
| -22% | -$133K | 0.01% | 356 |
|
|
2022
Q1 | $737K | Hold |
12,475
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $824K | Buy |
+12,475
| New | +$824K | 0.02% | 259 |
|