OneDigital Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $377K | Hold |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $417K | Sell |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $275K | Buy |
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