Phillips Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-111
| Closed | -$6.62K | – | 277 |
|
|
2024
Q1 | $6.62K | Hold |
111
| – | – | ﹤0.01% | 246 |
|
|
2023
Q4 | $6.65K | Hold |
111
| – | – | ﹤0.01% | 231 |
|
|
2023
Q3 | $5.8K | Hold |
111
| – | – | ﹤0.01% | 229 |
|
|
2023
Q2 | $6.17K | Hold |
111
| – | – | ﹤0.01% | 225 |
|
|
2023
Q1 | $5.85K | Hold |
111
| – | – | ﹤0.01% | 228 |
|
|
2022
Q4 | $5.26K | Hold |
111
| – | – | ﹤0.01% | 217 |
|
|
2022
Q3 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 216 |
|