TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,225
| Closed | -$1.01M | – | 211 |
|
|
2021
Q4 | $1.01M | Buy |
15,225
+45
| +0.3% | +$2.97K | 0.5% | 67 |
|
|
2021
Q3 | $952K | Buy |
15,180
+623
| +4% | +$39.1K | 0.52% | 66 |
|
|
2021
Q2 | $931K | Buy |
14,557
+2,583
| +22% | +$165K | 0.48% | 69 |
|
|
2021
Q1 | $709K | Buy |
11,974
+3,271
| +38% | +$194K | 0.41% | 77 |
|
|
2020
Q4 | $498K | Buy |
+8,703
| New | +$498K | 0.29% | 96 |
|