Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-156
| Closed | -$10K | – | 1135 |
|
|
2021
Q3 | $10K | Hold |
156
| – | – | ﹤0.01% | 824 |
|
|
2021
Q2 | $10K | Hold |
156
| – | – | ﹤0.01% | 658 |
|
|
2021
Q1 | $9K | Hold |
156
| – | – | ﹤0.01% | 626 |
|
|
2020
Q4 | $9K | Sell |
156
-130
| -45% | -$7.5K | ﹤0.01% | 621 |
|
|
2020
Q3 | $14K | Hold |
286
| – | – | 0.01% | 469 |
|
|
2020
Q2 | $13K | Hold |
286
| – | – | 0.01% | 452 |
|
|
2020
Q1 | $10K | Hold |
286
| – | – | 0.01% | 470 |
|
|
2019
Q4 | $12K | Hold |
286
| – | – | 0.01% | 515 |
|
|
2019
Q3 | $11K | Hold |
286
| – | – | 0.01% | 507 |
|
|
2019
Q2 | $11K | Hold |
286
| – | – | 0.01% | 512 |
|
|
2019
Q1 | $10K | Hold |
286
| – | – | 0.01% | 448 |
|
|
2018
Q4 | $9K | Buy |
+286
| New | +$9K | 0.01% | 457 |
|