NewFocus Financial Group’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
2020
Q4
$343K Sell
5,996
-288
-5% -$16.5K 0.1% 95
2020
Q3
$305K Hold
6,284
0.1% 99
2020
Q2
$280K Buy
+6,284
New +$280K 0.1% 98
2018
Q1
Sell
-5,655
Closed -$200K 80
2017
Q4
$200K Buy
+5,655
New +$200K 0.12% 72