Morris Financial Concepts’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 | $16.8K | Hold |
257
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $14.8K | Buy |
257
+1
| +0.4% | +$58 | 0.01% | 168 |
|
|
2024
Q4 | $15.3K | Hold |
256
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $15.6K | Hold |
256
| – | – | 0.01% | 164 |
|
|
2024
Q2 | $15.1K | Hold |
256
| – | – | 0.01% | 136 |
|
|
2024
Q1 | $15.3K | Buy |
256
+1
| +0.4% | +$60 | 0.01% | 134 |
|
|
2023
Q4 | $15.3K | Hold |
255
| – | – | 0.01% | 131 |
|
|
2023
Q3 | $13.3K | Hold |
255
| – | – | 0.01% | 122 |
|
|
2023
Q2 | $14.2K | Hold |
255
| – | – | 0.01% | 124 |
|
|
2023
Q1 | $13.4K | Buy |
255
+2
| +0.8% | +$105 | 0.01% | 122 |
|
|
2022
Q4 | $12K | Hold |
253
| – | – | 0.01% | 116 |
|
|
2022
Q3 | $11K | Hold |
253
| – | – | 0.01% | 93 |
|
|
2022
Q2 | $12K | Buy |
253
+4
| +2% | +$190 | 0.01% | 101 |
|
|
2022
Q1 | $15K | Hold |
249
| – | – | 0.01% | 96 |
|
|
2021
Q4 | $16K | Buy |
+249
| New | +$16K | 0.01% | 88 |
|