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 |
|