Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 405 |
|
|
2020
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 409 |
|
|
2019
Q3 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 438 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$11K | – | 514 |
|
|
2017
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 380 |
|
|
2017
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 399 |
|
|
2017
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 380 |
|
|
2017
Q1 | $9K | Hold |
300
| – | – | 0.01% | 171 |
|
|
2016
Q4 | $8K | Hold |
300
| – | – | 0.01% | 180 |
|
|
2016
Q3 | $8K | Hold |
300
| – | – | 0.01% | 170 |
|
|
2016
Q2 | $7K | Hold |
300
| – | – | 0.01% | 178 |
|
|
2016
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 183 |
|
|
2015
Q4 | $7K | Buy |
+300
| New | +$7K | 0.01% | 183 |
|