Portfolio Strategies’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 | – | Sell |
-5,145
| Closed | -$195K | – | 66 |
|
2019
Q1 | $195K | Buy |
+5,145
| New | +$195K | 0.15% | 58 |
|
2018
Q4 | – | Sell |
-5,663
| Closed | -$219K | – | 213 |
|
2018
Q3 | $219K | Hold |
5,663
| – | – | 0.13% | 47 |
|
2018
Q2 | $205K | Hold |
5,663
| – | – | 0.14% | 46 |
|
2018
Q1 | $206K | Sell |
5,663
-123
| -2% | -$4.47K | 0.16% | 44 |
|
2017
Q4 | $205K | Buy |
+5,786
| New | +$205K | 0.14% | 49 |
|