Kingsview 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 | $1.42M | Sell |
21,738
-531
| -2% | -$34.6K | 0.02% | 498 |
|
2025
Q1 | $1.28M | Buy |
22,269
+1,024
| +5% | +$58.9K | 0.02% | 482 |
|
2024
Q4 | $1.27M | Buy |
21,245
+1,929
| +10% | +$115K | 0.02% | 491 |
|
2024
Q3 | $1.18M | Sell |
19,316
-457
| -2% | -$27.8K | 0.02% | 494 |
|
2024
Q2 | $1.16M | Buy |
19,773
+2,714
| +16% | +$160K | 0.03% | 470 |
|
2024
Q1 | $1.02M | Sell |
17,059
-546
| -3% | -$32.6K | 0.03% | 495 |
|
2023
Q4 | $1.05M | Buy |
17,605
+1,630
| +10% | +$97.6K | 0.03% | 456 |
|
2023
Q3 | $834K | Buy |
15,975
+434
| +3% | +$22.7K | 0.03% | 485 |
|
2023
Q2 | $864K | Buy |
15,541
+400
| +3% | +$22.2K | 0.03% | 453 |
|
2023
Q1 | $798K | Buy |
15,141
+135
| +0.9% | +$7.12K | 0.03% | 453 |
|
2022
Q4 | $710K | Buy |
15,006
+1,000
| +7% | +$47.3K | 0.03% | 418 |
|
2022
Q3 | $624K | Buy |
14,006
+581
| +4% | +$25.9K | 0.03% | 448 |
|
2022
Q2 | $643K | Sell |
13,425
-598
| -4% | -$28.6K | 0.03% | 482 |
|
2022
Q1 | $828K | Buy |
14,023
+655
| +5% | +$38.7K | 0.04% | 445 |
|
2021
Q4 | $883K | Buy |
13,368
+1,446
| +12% | +$95.5K | 0.04% | 435 |
|
2021
Q3 | $748K | Buy |
11,922
+344
| +3% | +$21.6K | 0.04% | 455 |
|
2021
Q2 | $732K | Buy |
11,578
+218
| +2% | +$13.8K | 0.04% | 457 |
|
2021
Q1 | $685K | Buy |
11,360
+992
| +10% | +$59.8K | 0.04% | 443 |
|
2020
Q4 | $593K | Buy |
10,368
+2,310
| +29% | +$132K | 0.04% | 409 |
|
2020
Q3 | $391K | Buy |
8,058
+977
| +14% | +$47.4K | 0.04% | 423 |
|
2020
Q2 | $315K | Buy |
+7,081
| New | +$315K | 0.03% | 430 |
|