Wealth Enhancement Advisory Services’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
$712K Sell
10,724
-424
-4% -$28.1K ﹤0.01% 1943
2025
Q1
$642K Sell
11,148
-55
-0.5% -$3.17K ﹤0.01% 1859
2024
Q4
$668K Buy
11,203
+87
+0.8% +$5.19K ﹤0.01% 1775
2024
Q3
$677K Sell
11,116
-967
-8% -$58.9K ﹤0.01% 1607
2024
Q2
$711K Buy
12,083
+104
+0.9% +$6.12K ﹤0.01% 1436
2024
Q1
$714K Sell
11,979
-2,449
-17% -$146K ﹤0.01% 1389
2023
Q4
$864K Buy
14,428
+2,663
+23% +$159K ﹤0.01% 1227
2023
Q3
$614K Buy
+11,765
New +$614K ﹤0.01% 1318