Personal Financial Consultants’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
2019
Q2
$10.5M Buy
273,446
+4,778
+2% +$184K 7.92% 6
2019
Q1
$10.2M Buy
268,668
+83,722
+45% +$3.18M 7.83% 6
2018
Q4
$6.15M Sell
184,946
-53,843
-23% -$1.79M 5.2% 8
2018
Q3
$9.25M Buy
+238,789
New +$9.25M 6.74% 6