Moseley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
8,221
-54
| -0.7% | -$3.52K | 0.18% | 89 |
|
|
2025
Q1 | $476K | Buy |
8,275
+565
| +7% | +$32.5K | 0.19% | 96 |
|
|
2024
Q4 | $460K | Sell |
7,710
-805
| -9% | -$48K | 0.18% | 95 |
|
|
2024
Q3 | $518K | Buy |
8,515
+267
| +3% | +$16.3K | 0.21% | 87 |
|
|
2024
Q2 | $485K | Buy |
8,248
+1,130
| +16% | +$66.5K | 0.23% | 85 |
|
|
2024
Q1 | $424K | Buy |
7,118
+1,688
| +31% | +$101K | 0.21% | 91 |
|
|
2023
Q4 | $325K | Buy |
5,430
+69
| +1% | +$4.13K | 0.18% | 102 |
|
|
2023
Q3 | $280K | Buy |
5,361
+1,002
| +23% | +$52.3K | 0.17% | 113 |
|
|
2023
Q2 | $242K | Buy |
4,359
+417
| +11% | +$23.2K | 0.14% | 128 |
|
|
2023
Q1 | $208K | Buy |
+3,942
| New | +$208K | 0.13% | 136 |
|
|
2022
Q2 | – | Sell |
-4,542
| Closed | -$268K | – | 171 |
|
|
2022
Q1 | $268K | Buy |
+4,542
| New | +$268K | 0.14% | 145 |
|