Kingswood Wealth Advisors’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
Q4 | – | Sell |
-4,133
| Closed | -$252K | – | 906 |
|
|
2024
Q3 | $252K | Sell |
4,133
-2,953
| -42% | -$180K | 0.02% | 617 |
|
|
2024
Q2 | $417K | Buy |
7,086
+2,586
| +57% | +$152K | 0.04% | 433 |
|
|
2024
Q1 | $268K | Sell |
4,500
-4,750
| -51% | -$283K | 0.03% | 515 |
|
|
2023
Q4 | $554K | Buy |
+9,250
| New | +$554K | 0.06% | 319 |
|
|
2023
Q3 | – | Sell |
-11,650
| Closed | -$648K | – | 480 |
|
|
2023
Q2 | $648K | Buy |
+11,650
| New | +$648K | 0.21% | 111 |
|