Sowell Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $432K | Sell |
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|
2025
Q2 | $1M | Hold |
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|
2025
Q1 | $885K | Hold |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $888K | Buy |
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|
2024
Q1 | $869K | Sell |
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|
2023
Q4 | $938K | Sell |
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|
2023
Q3 | $823K | Buy |
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|
2023
Q2 | $871K | Sell |
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|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $744K | Hold |
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|
2022
Q3 | $701K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $3.72M | Sell |
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|
2020
Q4 | $3.92M | Sell |
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|
2020
Q3 | $3.88M | Buy |
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|
2020
Q2 | $3.23M | Sell |
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|
2020
Q1 | $3.15M | Buy |
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|
2019
Q4 | $895K | Buy |
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