Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.5M | Sell |
189,413
-1,062
| -0.6% | -$64.7K | 2.5% | 5 |
|
|
2024
Q2 | $11.2M | Sell |
190,475
-827
| -0.4% | -$48.7K | 2.56% | 6 |
|
|
2024
Q1 | $11.4M | Sell |
191,302
-3,777
| -2% | -$225K | 2.63% | 5 |
|
|
2023
Q4 | $11.7M | Sell |
195,079
-1,000
| -0.5% | -$59.9K | 2.78% | 7 |
|
|
2023
Q3 | $10.2M | Sell |
196,079
-1,697
| -0.9% | -$88.6K | 2.71% | 7 |
|
|
2023
Q2 | $11M | Sell |
197,776
-1,537
| -0.8% | -$85.5K | 2.86% | 7 |
|
|
2023
Q1 | $10.5M | Sell |
199,313
-650
| -0.3% | -$34.3K | 2.91% | 8 |
|
|
2022
Q4 | $9.47M | Sell |
199,963
-17,282
| -8% | -$818K | 2.78% | 8 |
|
|
2022
Q3 | $9.68M | Sell |
217,245
-2,539
| -1% | -$113K | 3.08% | 8 |
|
|
2022
Q2 | $10.5M | Sell |
219,784
-3,991
| -2% | -$191K | 3.3% | 7 |
|
|
2022
Q1 | $13.2M | Sell |
223,775
-93,388
| -29% | -$5.51M | 3.54% | 9 |
|
|
2021
Q4 | $21M | Buy |
+317,163
| New | +$21M | 8.7% | 3 |
|