OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
6,206
+155
| +3% | +$10.1K | ﹤0.01% | 995 |
|
|
2025
Q1 | $348K | Buy |
6,051
+1
| +0% | +$58 | ﹤0.01% | 1015 |
|
|
2024
Q4 | $361K | Buy |
6,050
+179
| +3% | +$10.7K | ﹤0.01% | 1037 |
|
|
2024
Q3 | $357K | Sell |
5,871
-623
| -10% | -$37.9K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $382K | Buy |
6,494
+173
| +3% | +$10.2K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $377K | Hold |
6,321
| – | – | 0.01% | 837 |
|
|
2023
Q4 | $378K | Buy |
6,321
+72
| +1% | +$4.31K | 0.01% | 830 |
|
|
2023
Q3 | $326K | Buy |
6,249
+350
| +6% | +$18.3K | 0.01% | 783 |
|
|
2023
Q2 | $328K | Sell |
5,899
-294
| -5% | -$16.3K | 0.01% | 791 |
|
|
2023
Q1 | $326K | Sell |
6,193
-650
| -9% | -$34.3K | 0.01% | 751 |
|
|
2022
Q4 | $324K | Buy |
6,843
+11
| +0.2% | +$521 | 0.01% | 647 |
|
|
2022
Q3 | $304K | Sell |
6,832
-1
| -0% | -$44 | 0.01% | 600 |
|
|
2022
Q2 | $328K | Sell |
6,833
-227
| -3% | -$10.9K | 0.01% | 536 |
|
|
2022
Q1 | $417K | Sell |
7,060
-90
| -1% | -$5.32K | 0.02% | 491 |
|
|
2021
Q4 | $472K | Buy |
7,150
+149
| +2% | +$9.84K | 0.02% | 451 |
|
|
2021
Q3 | $439K | Buy |
7,001
+395
| +6% | +$24.8K | 0.02% | 450 |
|
|
2021
Q2 | $418K | Buy |
6,606
+417
| +7% | +$26.4K | 0.02% | 456 |
|
|
2021
Q1 | $367K | Buy |
6,189
+55
| +0.9% | +$3.26K | 0.02% | 454 |
|
|
2020
Q4 | $351K | Buy |
6,134
+482
| +9% | +$27.6K | 0.02% | 437 |
|
|
2020
Q3 | $275K | Buy |
+5,652
| New | +$275K | 0.02% | 456 |
|