McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
7,121
+28
| +0.4% | +$1.83K | 0.03% | 219 |
|
|
2025
Q1 | $408K | Hold |
7,093
| – | – | 0.03% | 224 |
|
|
2024
Q4 | $423K | Buy |
7,093
+22
| +0.3% | +$1.31K | 0.03% | 214 |
|
|
2024
Q3 | $430K | Sell |
7,071
-3,600
| -34% | -$219K | 0.03% | 220 |
|
|
2024
Q2 | $628K | Hold |
10,671
| – | – | 0.04% | 188 |
|
|
2024
Q1 | $636K | Buy |
10,671
+3,600
| +51% | +$215K | 0.04% | 191 |
|
|
2023
Q4 | $423K | Sell |
7,071
-3,600
| -34% | -$216K | 0.03% | 217 |
|
|
2023
Q3 | $557K | Buy |
10,671
+371
| +4% | +$19.4K | 0.04% | 191 |
|
|
2023
Q2 | $573K | Buy |
10,300
+3,600
| +54% | +$200K | 0.04% | 195 |
|
|
2023
Q1 | $353K | Buy |
+6,700
| New | +$353K | 0.03% | 238 |
|