Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,337
| Closed | -$79K | – | 1760 |
|
|
2021
Q1 | $79K | Buy |
1,337
+650
| +95% | +$38.4K | ﹤0.01% | 671 |
|
|
2020
Q4 | $39K | Hold |
687
| – | – | ﹤0.01% | 844 |
|
|
2020
Q3 | $33K | Hold |
687
| – | – | ﹤0.01% | 758 |
|
|
2020
Q2 | $31K | Hold |
687
| – | – | ﹤0.01% | 865 |
|
|
2020
Q1 | $26K | Hold |
687
| – | – | ﹤0.01% | 791 |
|
|
2019
Q4 | $29K | Sell |
687
-362
| -35% | -$15.3K | ﹤0.01% | 819 |
|
|
2019
Q3 | $41K | Hold |
1,049
| – | – | ﹤0.01% | 660 |
|
|
2019
Q2 | $40K | Sell |
1,049
-820
| -44% | -$31.3K | ﹤0.01% | 670 |
|
|
2019
Q1 | $71K | Sell |
1,869
-121
| -6% | -$4.6K | 0.01% | 484 |
|
|
2018
Q4 | $66K | Buy |
1,990
+1,799
| +942% | +$59.7K | 0.01% | 457 |
|
|
2018
Q3 | $7K | Buy |
+191
| New | +$7K | ﹤0.01% | 1091 |
|