Lane & Associates’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
Q1 | $511K | Sell |
8,883
-191
| -2% | -$11K | 0.28% | 62 |
|
2024
Q4 | $563K | Sell |
9,074
-1,585
| -15% | -$98.4K | 0.29% | 60 |
|
2024
Q3 | $649K | Sell |
10,659
-2,949
| -22% | -$180K | 0.35% | 56 |
|
2024
Q2 | $801K | Sell |
13,608
-1,309
| -9% | -$77K | 0.47% | 46 |
|
2024
Q1 | $889K | Buy |
14,917
+829
| +6% | +$49.4K | 0.56% | 44 |
|
2023
Q4 | $843K | Sell |
14,088
-868
| -6% | -$52K | 0.61% | 41 |
|
2023
Q3 | $781K | Sell |
14,956
-606
| -4% | -$31.6K | 0.63% | 39 |
|
2023
Q2 | $865K | Sell |
15,562
-548
| -3% | -$30.5K | 0.69% | 37 |
|
2023
Q1 | $849K | Sell |
16,110
-352
| -2% | -$18.6K | 0.76% | 35 |
|
2022
Q4 | $779K | Buy |
+16,462
| New | +$779K | 0.74% | 33 |
|