KFG 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 | $320K | Buy |
4,900
+39
| +0.8% | +$2.55K | 0.05% | 158 |
|
|
2025
Q1 | $280K | Sell |
4,861
-270
| -5% | -$15.5K | 0.05% | 165 |
|
|
2024
Q4 | $306K | Sell |
5,131
-552
| -10% | -$32.9K | 0.06% | 144 |
|
|
2024
Q3 | $346K | Sell |
5,683
-290
| -5% | -$17.7K | 0.08% | 131 |
|
|
2024
Q2 | $351K | Buy |
5,973
+133
| +2% | +$7.83K | 0.14% | 111 |
|
|
2024
Q1 | $348K | Buy |
5,840
+721
| +14% | +$43K | 0.14% | 110 |
|
|
2023
Q4 | $306K | Buy |
5,119
+841
| +20% | +$50.4K | 0.14% | 100 |
|
|
2023
Q3 | $223K | Buy |
+4,278
| New | +$223K | 0.12% | 118 |
|