Spire Wealth Management’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 | $13.3K | Sell |
204
-775
| -79% | -$50.6K | ﹤0.01% | 1634 |
|
|
2025
Q1 | $56.3K | Hold |
979
| – | – | ﹤0.01% | 1237 |
|
|
2024
Q4 | $58.4K | Sell |
979
-421
| -30% | -$25.1K | ﹤0.01% | 1228 |
|
|
2024
Q3 | $85.2K | Hold |
1,400
| – | – | ﹤0.01% | 959 |
|
|
2024
Q2 | $82.4K | Sell |
1,400
-3,608
| -72% | -$212K | ﹤0.01% | 958 |
|
|
2024
Q1 | $299K | Hold |
5,008
| – | – | 0.01% | 667 |
|
|
2023
Q4 | $290K | Sell |
5,008
-1,106
| -18% | -$64K | 0.01% | 663 |
|
|
2023
Q3 | $319K | Sell |
6,114
-50
| -0.8% | -$2.61K | 0.01% | 580 |
|
|
2023
Q2 | $343K | Buy |
6,164
+1
| +0% | +$56 | 0.01% | 585 |
|
|
2023
Q1 | $325K | Buy |
6,163
+5,178
| +526% | +$273K | 0.01% | 597 |
|
|
2022
Q4 | $47K | Hold |
985
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q3 | $44K | Sell |
985
-5,428
| -85% | -$242K | ﹤0.01% | 999 |
|
|
2022
Q2 | $307K | Sell |
6,413
-7,358
| -53% | -$352K | 0.01% | 627 |
|
|
2022
Q1 | $813K | Sell |
13,771
-2,296
| -14% | -$136K | 0.02% | 438 |
|
|
2021
Q4 | $1.06M | Buy |
16,067
+2
| +0% | +$132 | 0.02% | 452 |
|
|
2021
Q3 | $1.01M | Sell |
16,065
-300
| -2% | -$18.8K | 0.03% | 415 |
|
|
2021
Q2 | $1.04M | Buy |
16,365
+102
| +0.6% | +$6.45K | 0.03% | 415 |
|
|
2021
Q1 | $963K | Buy |
+16,263
| New | +$963K | 0.03% | 452 |
|