Masso Torrence 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
2022
Q3
Sell
-4,525
Closed -$217K 87
2022
Q2
$217K Sell
4,525
-79
-2% -$3.79K 0.19% 74
2022
Q1
$272K Sell
4,604
-1,557
-25% -$92K 0.22% 67
2021
Q4
$407K Buy
+6,161
New +$407K 0.28% 65