Sax Wealth Advisors’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
Q2 | $736K | Sell |
11,283
-7,282
| -39% | -$475K | 0.04% | 208 |
|
|
2025
Q1 | $1.07M | Hold |
18,565
| – | – | 0.08% | 134 |
|
|
2024
Q4 | $1.11M | Buy |
18,565
+77
| +0.4% | +$4.59K | 0.09% | 115 |
|
|
2024
Q3 | $1.13M | Hold |
18,488
| – | – | 0.1% | 84 |
|
|
2024
Q2 | $1.09M | Sell |
18,488
-1,938
| -9% | -$114K | 0.1% | 86 |
|
|
2024
Q1 | $1.22M | Buy |
20,426
+3,645
| +22% | +$217K | 0.14% | 64 |
|
|
2023
Q4 | $1M | Buy |
16,781
+161
| +1% | +$9.64K | 0.16% | 73 |
|
|
2023
Q3 | $868K | Buy |
16,620
+7,075
| +74% | +$369K | 0.17% | 76 |
|
|
2023
Q2 | $531K | Buy |
+9,545
| New | +$531K | 0.11% | 109 |
|