Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $637K | Sell |
13,446
-2,772
| -17% | -$131K | 0.15% | 70 |
|
|
2022
Q3 | $723K | Sell |
16,218
-8,244
| -34% | -$368K | 0.21% | 56 |
|
|
2022
Q2 | $1.17M | Sell |
24,462
-2,052
| -8% | -$98.3K | 0.33% | 37 |
|
|
2022
Q1 | $1.57M | Buy |
26,514
+8,284
| +45% | +$489K | 0.43% | 29 |
|
|
2021
Q4 | $1.2M | Buy |
18,230
+744
| +4% | +$49.1K | 0.27% | 39 |
|
|
2021
Q3 | $1.1M | Buy |
17,486
+1,256
| +8% | +$78.8K | 0.28% | 37 |
|
|
2021
Q2 | $1.03M | Buy |
16,230
+1,390
| +9% | +$88K | 0.26% | 37 |
|
|
2021
Q1 | $879K | Buy |
14,840
+3,057
| +26% | +$181K | 0.25% | 40 |
|
|
2020
Q4 | $674K | Buy |
+11,783
| New | +$674K | 0.22% | 47 |
|