Tradition 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
$275K Buy
4,207
+1
+0% +$65 0.02% 372
2025
Q1
$242K Hold
4,206
0.02% 379
2024
Q4
$251K Buy
4,206
+1
+0% +$60 0.02% 358
2024
Q3
$256K Sell
4,205
-20
-0.5% -$1.22K 0.02% 353
2024
Q2
$249K Hold
4,225
0.02% 342
2024
Q1
$252K Hold
4,225
0.03% 331
2023
Q4
$253K Hold
4,225
0.03% 297
2023
Q3
$221K Hold
4,225
0.03% 291
2023
Q2
$235K Buy
4,225
+1
+0% +$56 0.03% 284
2023
Q1
$223K Buy
4,224
+382
+10% +$20.2K 0.03% 290
2022
Q4
$182K Buy
3,842
+2,371
+161% +$112K 0.03% 275
2022
Q3
$66K Sell
1,471
-50
-3% -$2.24K 0.01% 451
2022
Q2
$73K Buy
1,521
+401
+36% +$19.2K 0.01% 406
2022
Q1
$66K Hold
1,120
0.01% 453
2021
Q4
$74K Buy
1,120
+1
+0.1% +$66 0.01% 455
2021
Q3
$70K Hold
1,119
0.01% 429
2021
Q2
$71K Buy
1,119
+1
+0.1% +$63 0.01% 456
2021
Q1
$66K Hold
1,118
0.01% 385
2020
Q4
$64K Buy
+1,118
New +$64K 0.01% 368