Wealthcare Capital Management’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 | $347K | Sell |
5,320
-5,731
| -52% | -$374K | 0.04% | 62 |
|
|
2025
Q1 | $636K | Sell |
11,051
-583
| -5% | -$33.6K | 0.06% | 47 |
|
|
2024
Q4 | $694K | Sell |
11,634
-653
| -5% | -$39K | 0.07% | 45 |
|
|
2024
Q3 | $748K | Sell |
12,287
-904
| -7% | -$55K | 0.08% | 43 |
|
|
2024
Q2 | $776K | Sell |
13,191
-70
| -0.5% | -$4.12K | 0.08% | 42 |
|
|
2024
Q1 | $791K | Sell |
13,261
-366
| -3% | -$21.8K | 0.09% | 40 |
|
|
2023
Q4 | $816K | Sell |
13,627
-1,705
| -11% | -$102K | 0.09% | 41 |
|
|
2023
Q3 | $800K | Buy |
15,332
+3,298
| +27% | +$172K | 0.1% | 38 |
|
|
2023
Q2 | $669K | Sell |
12,034
-733
| -6% | -$40.8K | 0.08% | 37 |
|
|
2023
Q1 | $673K | Buy |
12,767
+485
| +4% | +$25.6K | 0.08% | 37 |
|
|
2022
Q4 | $581K | Buy |
12,282
+1,344
| +12% | +$63.6K | 0.07% | 42 |
|
|
2022
Q3 | $488K | Buy |
10,938
+455
| +4% | +$20.3K | 0.06% | 42 |
|
|
2022
Q2 | $502K | Buy |
10,483
+508
| +5% | +$24.3K | 0.06% | 41 |
|
|
2022
Q1 | $589K | Buy |
9,975
+1,246
| +14% | +$73.6K | 0.06% | 44 |
|
|
2021
Q4 | $577K | Buy |
8,729
+354
| +4% | +$23.4K | 0.05% | 50 |
|
|
2021
Q3 | $525K | Buy |
8,375
+973
| +13% | +$61K | 0.05% | 48 |
|
|
2021
Q2 | $468K | Buy |
7,402
+1,098
| +17% | +$69.4K | 0.05% | 50 |
|
|
2021
Q1 | $373K | Buy |
+6,304
| New | +$373K | 0.04% | 52 |
|