Hutchens & Kramer Investment Management Group’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 | $275K | Sell |
4,231
-826
| -16% | -$53.7K | 0.13% | 123 |
|
2025
Q1 | $291K | Sell |
5,057
-161
| -3% | -$9.27K | 0.16% | 106 |
|
2024
Q4 | $311K | Sell |
5,218
-371
| -7% | -$22.1K | 0.17% | 103 |
|
2024
Q3 | $336K | Sell |
5,589
-267
| -5% | -$16.1K | 0.19% | 98 |
|
2024
Q2 | $344K | Hold |
5,856
| – | – | 0.19% | 88 |
|
2024
Q1 | $349K | Sell |
5,856
-3
| -0.1% | -$179 | 0.21% | 77 |
|
2023
Q4 | $351K | Sell |
5,859
-328
| -5% | -$19.6K | 0.25% | 70 |
|
2023
Q3 | $320K | Sell |
6,187
-34
| -0.5% | -$1.76K | 0.25% | 71 |
|
2023
Q2 | $346K | Sell |
6,221
-71
| -1% | -$3.95K | 0.28% | 67 |
|
2023
Q1 | $332K | Sell |
6,292
-280
| -4% | -$14.8K | 0.29% | 66 |
|
2022
Q4 | $311K | Sell |
6,572
-2,756
| -30% | -$130K | 0.23% | 69 |
|
2022
Q3 | $427K | Sell |
9,328
-646
| -6% | -$29.6K | 0.35% | 53 |
|
2022
Q2 | $481K | Sell |
9,974
-221
| -2% | -$10.7K | 0.35% | 56 |
|
2022
Q1 | $604K | Hold |
10,195
| – | – | 0.34% | 61 |
|
2021
Q4 | $602K | Buy |
+10,195
| New | +$602K | 0.38% | 57 |
|