Strategic Wealth Investment Group’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 | $135K | Buy |
+2,063
| New | +$135K | 0.19% | 56 |
|
|
2025
Q1 | – | Sell |
-35,349
| Closed | -$2.11M | – | 133 |
|
|
2024
Q4 | $2.11M | Sell |
35,349
-703
| -2% | -$41.9K | 0.23% | 58 |
|
|
2024
Q3 | $2.17M | Sell |
36,052
-1,166
| -3% | -$70.1K | 0.23% | 59 |
|
|
2024
Q2 | $2.19M | Buy |
+37,218
| New | +$2.19M | 0.28% | 59 |
|
|
2023
Q4 | $1.97M | Sell |
32,825
-2,017
| -6% | -$121K | 0.3% | 51 |
|
|
2023
Q3 | $1.82M | Buy |
34,842
+128
| +0.4% | +$6.68K | 0.33% | 49 |
|
|
2023
Q2 | $1.93M | Buy |
34,714
+1,562
| +5% | +$86.8K | 0.31% | 58 |
|
|
2023
Q1 | $1.75M | Buy |
33,152
+2,857
| +9% | +$151K | 0.32% | 58 |
|
|
2022
Q4 | $1.55M | Buy |
30,295
+1,891
| +7% | +$96.6K | 0.36% | 54 |
|
|
2022
Q3 | $1.27M | Buy |
28,404
+4,321
| +18% | +$193K | 0.36% | 51 |
|
|
2022
Q2 | $1.15M | Sell |
24,083
-1,009
| -4% | -$48.3K | 0.29% | 69 |
|
|
2022
Q1 | $1.48M | Buy |
25,092
+3,777
| +18% | +$223K | 0.35% | 47 |
|
|
2021
Q4 | $1.41M | Buy |
21,315
+1,131
| +6% | +$74.7K | 0.37% | 46 |
|
|
2021
Q3 | $1.27M | Buy |
20,184
+3,915
| +24% | +$246K | 0.38% | 46 |
|
|
2021
Q2 | $1.03M | Buy |
16,269
+3,490
| +27% | +$221K | 0.36% | 45 |
|
|
2021
Q1 | $757K | Buy |
12,779
+2,045
| +19% | +$121K | 0.36% | 45 |
|
|
2020
Q4 | $614K | Buy |
10,734
+161
| +2% | +$9.21K | 0.36% | 52 |
|
|
2020
Q3 | $514K | Buy |
10,573
+390
| +4% | +$19K | 0.39% | 54 |
|
|
2020
Q2 | $453K | Sell |
10,183
-16,116
| -61% | -$717K | 0.44% | 54 |
|
|
2020
Q1 | $937K | Buy |
26,299
+297
| +1% | +$10.6K | 1.53% | 21 |
|
|
2019
Q4 | $1.11M | Buy |
+26,002
| New | +$1.11M | 1.15% | 23 |
|