Wilson & Boucher 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 | $591K | Hold |
9,051
| – | – | 0.41% | 69 |
|
|
2025
Q1 | $521K | Hold |
9,051
| – | – | 0.39% | 71 |
|
|
2024
Q4 | $540K | Sell |
9,051
-570
| -6% | -$34K | 0.38% | 69 |
|
|
2024
Q3 | $586K | Hold |
9,621
| – | – | 0.4% | 66 |
|
|
2024
Q2 | $566K | Hold |
9,621
| – | – | 0.43% | 62 |
|
|
2024
Q1 | $574K | Sell |
9,621
-925
| -9% | -$55.1K | 0.45% | 63 |
|
|
2023
Q4 | $631K | Sell |
10,546
-200
| -2% | -$12K | 0.53% | 58 |
|
|
2023
Q3 | $561K | Hold |
10,746
| – | – | 0.53% | 55 |
|
|
2023
Q2 | $597K | Hold |
10,746
| – | – | 0.54% | 54 |
|
|
2023
Q1 | $566K | Hold |
10,746
| – | – | 0.54% | 55 |
|
|
2022
Q4 | $509K | Hold |
10,746
| – | – | 0.52% | 55 |
|
|
2022
Q3 | $479K | Sell |
10,746
-200
| -2% | -$8.92K | 0.56% | 56 |
|
|
2022
Q2 | $525K | Sell |
10,946
-300
| -3% | -$14.4K | 0.58% | 56 |
|
|
2022
Q1 | $664K | Sell |
11,246
-300
| -3% | -$17.7K | 0.6% | 55 |
|
|
2021
Q4 | $763K | Buy |
+11,546
| New | +$763K | 0.69% | 51 |
|