Wealthcare Advisory Partners’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 | $15.9M | Buy |
243,773
+80,844
| +50% | +$5.28M | 0.36% | 56 |
|
|
2025
Q1 | $9.38M | Sell |
162,929
-4,334
| -3% | -$249K | 0.25% | 79 |
|
|
2024
Q4 | $9.98M | Buy |
167,263
+3,192
| +2% | +$190K | 0.28% | 75 |
|
|
2024
Q3 | $9.99M | Sell |
164,071
-44,508
| -21% | -$2.71M | 0.28% | 71 |
|
|
2024
Q2 | $12.3M | Sell |
208,579
-5,379
| -3% | -$316K | 0.38% | 52 |
|
|
2024
Q1 | $12.8M | Sell |
213,958
-13,414
| -6% | -$800K | 0.42% | 51 |
|
|
2023
Q4 | $13.6M | Sell |
227,372
-25,555
| -10% | -$1.53M | 0.54% | 46 |
|
|
2023
Q3 | $13.2M | Buy |
252,927
+61,713
| +32% | +$3.22M | 0.61% | 42 |
|
|
2023
Q2 | $10.6M | Sell |
191,214
-58,884
| -24% | -$3.27M | 0.48% | 45 |
|
|
2023
Q1 | $13.2M | Buy |
250,098
+8,342
| +3% | +$440K | 0.57% | 40 |
|
|
2022
Q4 | $11.4M | Buy |
241,756
+42,735
| +21% | +$2.02M | 0.55% | 42 |
|
|
2022
Q3 | $8.87M | Sell |
199,021
-49,751
| -20% | -$2.22M | 0.51% | 43 |
|
|
2022
Q2 | $11.9M | Buy |
248,772
+30,425
| +14% | +$1.46M | 0.72% | 34 |
|
|
2022
Q1 | $12.9M | Buy |
218,347
+9,576
| +5% | +$565K | 0.78% | 31 |
|
|
2021
Q4 | $13.8M | Buy |
208,771
+26,825
| +15% | +$1.77M | 0.82% | 28 |
|
|
2021
Q3 | $11.4M | Buy |
181,946
+20,100
| +12% | +$1.26M | 0.75% | 27 |
|
|
2021
Q2 | $10.2M | Buy |
161,846
+37,727
| +30% | +$2.39M | 0.69% | 29 |
|
|
2021
Q1 | $7.35M | Buy |
+124,119
| New | +$7.35M | 0.53% | 30 |
|
|
2020
Q2 | – | Sell |
-1,042
| Closed | -$37K | – | 1392 |
|
|
2020
Q1 | $37K | Buy |
1,042
+944
| +963% | +$33.5K | 0.01% | 574 |
|
|
2019
Q4 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 1171 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$15K | – | 1427 |
|
|
2019
Q2 | $15K | Sell |
400
-200
| -33% | -$7.5K | ﹤0.01% | 808 |
|
|
2019
Q1 | $23K | Sell |
600
-170
| -22% | -$6.52K | ﹤0.01% | 630 |
|
|
2018
Q4 | $26K | Sell |
770
-400
| -34% | -$13.5K | 0.01% | 579 |
|
|
2018
Q3 | $45K | Buy |
1,170
+200
| +21% | +$7.69K | 0.01% | 494 |
|
|
2018
Q2 | $35K | Buy |
970
+500
| +106% | +$18K | 0.01% | 542 |
|
|
2018
Q1 | $17K | Buy |
+470
| New | +$17K | ﹤0.01% | 631 |
|