WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.23M | Sell |
42,770
-1,627
| -4% | -$84.9K | 0.9% | 21 |
|
|
2023
Q2 | $2.47M | Sell |
44,397
-48
| -0.1% | -$2.67K | 0.91% | 21 |
|
|
2023
Q1 | $2.34M | Buy |
44,445
+1,346
| +3% | +$70.9K | 0.91% | 22 |
|
|
2022
Q4 | $2.04M | Sell |
43,099
-2,058
| -5% | -$97.4K | 0.83% | 23 |
|
|
2022
Q3 | $2.01M | Buy |
45,157
+1,636
| +4% | +$72.9K | 0.87% | 20 |
|
|
2022
Q2 | $2.09M | Sell |
43,521
-669
| -2% | -$32.1K | 0.85% | 20 |
|
|
2022
Q1 | $2.61M | Buy |
44,190
+2,732
| +7% | +$161K | 0.92% | 19 |
|
|
2021
Q4 | $2.74M | Buy |
41,458
+7,603
| +22% | +$502K | 0.95% | 21 |
|
|
2021
Q3 | $2.12M | Buy |
33,855
+4,854
| +17% | +$305K | 0.8% | 23 |
|
|
2021
Q2 | $1.83M | Buy |
29,001
+4,865
| +20% | +$308K | 0.72% | 24 |
|
|
2021
Q1 | $1.43M | Buy |
24,136
+3,714
| +18% | +$220K | 0.61% | 25 |
|
|
2020
Q4 | $1.17M | Buy |
20,422
+14,493
| +244% | +$830K | 0.56% | 28 |
|
|
2020
Q3 | $288K | Buy |
+5,929
| New | +$288K | 0.16% | 78 |
|