Sweet Financial Partners’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
2024 Q3	$11.5M	Sell	189,413 -1,062	-0.6%	-$62.3K	2.5%	5
2024 Q2	$11.2M	Sell	190,475 -827	-0.4%	-$48K	2.56%	6
2024 Q1	$11.4M	Sell	191,302 -3,777	-2%	-$222K	2.63%	5
2023 Q4	$11.7M	Sell	195,079 -1,000	-0.5%	-$53.9K	2.78%	7
2023 Q3	$10.2M	Sell	196,079 -1,697	-0.9%	-$93.4K	2.71%	7
2023 Q2	$11M	Sell	197,776 -1,537	-0.8%	-$81K	2.89%	7
2023 Q1	$10.5M	Sell	199,313 -650	-0.3%	-$33.4K	2.91%	8
2022 Q4	$9.47M	Sell	199,963 -17,282	-8%	-$827K	2.78%	8
2022 Q3	$9.68M	Sell	217,245 -2,539	-1%	-$127K	3.08%	8
2022 Q2	$10.5M	Sell	219,784 -3,991	-2%	-$207K	3.3%	7
2022 Q1	$13.2M	Sell	223,775 -93,388	-29%	-$5.49M	3.54%	9
2021 Q4	$21M	Buy	+317,163	New	+$20.7M	8.7%	3