Mascoma Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $93.1K | Sell |
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|
2025
Q2 | $107K | Hold |
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|
2025
Q1 | $94.2K | Hold |
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|
2024
Q4 | $97.7K | Hold |
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|
2024
Q3 | $99.7K | Hold |
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|
2024
Q2 | $96.3K | Sell |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $111K | Sell |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $123K | Buy |
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|
2023
Q1 | $109K | Sell |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $104K | Sell |
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|
2022
Q1 | $146K | Buy |
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|
2021
Q4 | $157K | Sell |
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|
2021
Q3 | $150K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $151K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $26K | Buy |
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|
2019
Q1 | $26K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $2K | Buy |
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