Venturi Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Hold |
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|
2025
Q2 | $362K | Hold |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $369K | Buy |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $378K | Hold |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | $627K | Sell |
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|
2021
Q4 | $855K | Buy |
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|
2021
Q3 | $711K | Buy |
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|
2021
Q2 | $698K | Buy |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $312K | Hold |
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|
2020
Q1 | $250K | Hold |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $299K | Hold |
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|
2019
Q1 | $299K | Hold |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $297K | Hold |
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|
2018
Q2 | $292K | Sell |
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|
2018
Q1 | $569K | Buy |
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