Richard W. Paul & Associates’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
Q1 | – | Sell |
-153
| Closed | -$9.13K | – | 513 |
|
|
2024
Q4 | $9.13K | Hold |
153
| – | – | ﹤0.01% | 314 |
|
|
2024
Q3 | $9.32K | Sell |
153
-800
| -84% | -$48.7K | ﹤0.01% | 314 |
|
|
2024
Q2 | $56.1K | Hold |
953
| – | – | 0.02% | 207 |
|
|
2024
Q1 | $56.8K | Buy |
+953
| New | +$56.8K | 0.02% | 212 |
|
|
2023
Q4 | – | Sell |
-953
| Closed | -$49.8K | – | 544 |
|
|
2023
Q3 | $49.8K | Hold |
953
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $53K | Hold |
953
| – | – | 0.02% | 214 |
|
|
2023
Q1 | $50.2K | Hold |
953
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $45.1K | Buy |
+953
| New | +$45.1K | 0.02% | 223 |
|