United Capital Financial Advisors’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
Q4 | – | Sell |
-5,717
| Closed | -$348K | – | 1106 |
|
|
2024
Q3 | $348K | Hold |
5,717
| – | – | ﹤0.01% | 829 |
|
|
2024
Q2 | $336K | Sell |
5,717
-1,210
| -17% | -$71.2K | ﹤0.01% | 802 |
|
|
2024
Q1 | $413K | Buy |
6,927
+200
| +3% | +$11.9K | ﹤0.01% | 779 |
|
|
2023
Q4 | $403K | Sell |
6,727
-739
| -10% | -$44.2K | ﹤0.01% | 783 |
|
|
2023
Q3 | $390K | Buy |
7,466
+671
| +10% | +$35K | ﹤0.01% | 688 |
|
|
2023
Q2 | $378K | Buy |
6,795
+2,318
| +52% | +$129K | ﹤0.01% | 727 |
|
|
2023
Q1 | $236K | Buy |
4,477
+50
| +1% | +$2.64K | ﹤0.01% | 885 |
|
|
2022
Q4 | $210K | Buy |
+4,427
| New | +$210K | ﹤0.01% | 971 |
|
|
2022
Q3 | – | Sell |
-4,325
| Closed | -$207K | – | 1160 |
|
|
2022
Q2 | $207K | Buy |
+4,325
| New | +$207K | ﹤0.01% | 1053 |
|