Lifeworks 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
2022
Q3
Sell
-4,636
Closed -$222K 159
2022
Q2
$222K Sell
4,636
-500
-10% -$23.9K 0.14% 126
2022
Q1
$303K Buy
+5,136
New +$303K 0.2% 97