Lighthouse Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $460K | Sell |
7,777
-528
| -6% | -$31.2K | 0.14% | 81 |
|
|
2020
Q4 | $475K | Buy |
8,305
+7
| +0.1% | +$400 | 0.16% | 78 |
|
|
2020
Q3 | $403K | Sell |
8,298
-1,993
| -19% | -$96.8K | 0.15% | 75 |
|
|
2020
Q2 | $458K | Buy |
10,291
+12
| +0.1% | +$534 | 0.19% | 68 |
|
|
2020
Q1 | $366K | Buy |
10,279
+336
| +3% | +$12K | 0.22% | 63 |
|
|
2019
Q4 | $425K | Buy |
+9,943
| New | +$425K | 0.2% | 62 |
|