Mariner Independent Advisor Network’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
Q1 | – | Sell |
-17,222
| Closed | -$1.14M | – | 539 |
|
2021
Q4 | $1.14M | Sell |
17,222
-1,593
| -8% | -$106K | 0.05% | 314 |
|
2021
Q3 | $1.18M | Buy |
18,815
+485
| +3% | +$30.4K | 0.06% | 303 |
|
2021
Q2 | $1.16M | Sell |
18,330
-19,901
| -52% | -$1.26M | 0.05% | 322 |
|
2021
Q1 | $2.26M | Sell |
38,231
-8,384
| -18% | -$496K | 0.12% | 178 |
|
2020
Q4 | $2.67M | Sell |
46,615
-3,344
| -7% | -$191K | 0.14% | 163 |
|
2020
Q3 | $2.43M | Sell |
49,959
-3,190
| -6% | -$155K | 0.2% | 131 |
|
2020
Q2 | $2.38M | Buy |
53,149
+1,257
| +2% | +$56.3K | 0.22% | 118 |
|
2020
Q1 | $1.77M | Buy |
51,892
+12,194
| +31% | +$416K | 0.16% | 148 |
|
2019
Q4 | $1.7M | Buy |
39,698
+2,421
| +6% | +$103K | 0.12% | 187 |
|
2019
Q3 | $1.42M | Buy |
+37,277
| New | +$1.42M | 0.11% | 205 |
|