Mutual Advisors’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
Q1 | – | Sell |
-82,176
| Closed | -$5.43M | – | 941 |
|
|
2021
Q4 | $5.43M | Sell |
82,176
-6,153
| -7% | -$407K | 0.29% | 74 |
|
|
2021
Q3 | $5.54M | Buy |
88,329
+2,195
| +3% | +$138K | 0.33% | 62 |
|
|
2021
Q2 | $5.45M | Sell |
86,134
-7,710
| -8% | -$488K | 0.32% | 72 |
|
|
2021
Q1 | $5.56M | Buy |
93,844
+405
| +0.4% | +$24K | 0.38% | 59 |
|
|
2020
Q4 | $5.35M | Sell |
93,439
-39,102
| -30% | -$2.24M | 0.4% | 51 |
|
|
2020
Q3 | $6.44M | Buy |
+132,541
| New | +$6.44M | 0.56% | 28 |
|