InterOcean Capital 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
2024
Q1
$430K Sell
7,217
-29
-0.4% -$1.73K 0.01% 321
2023
Q4
$434K Sell
7,246
-1,443
-17% -$86.4K 0.01% 315
2023
Q3
$454K Hold
8,689
0.01% 286
2023
Q2
$483K Sell
8,689
-1,458
-14% -$81.1K 0.02% 279
2023
Q1
$535K Hold
10,147
0.02% 253
2022
Q4
$480K Buy
10,147
+1,228
+14% +$58.1K 0.02% 266
2022
Q3
$398K Hold
8,919
0.02% 265
2022
Q2
$427K Buy
+8,919
New +$427K 0.02% 257