Johnson Financial Group LLC (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,235
| Closed | -$214K | – | 83 |
|
|
2021
Q4 | $214K | Hold |
3,235
| – | – | 0.03% | 68 |
|
|
2021
Q3 | $202K | Hold |
3,235
| – | – | 0.04% | 73 |
|
|
2021
Q2 | $205K | Buy |
+3,235
| New | +$205K | 0.04% | 79 |
|
|
2020
Q2 | – | Sell |
-9,678
| Closed | -$345K | – | 34 |
|
|
2020
Q1 | $345K | Buy |
+9,678
| New | +$345K | 0.27% | 14 |
|