4J Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,561
| Closed | -$1.71M | – | 91 |
|
|
2023
Q4 | $1.71M | Sell |
18,561
-211
| -1% | -$19.4K | 1.56% | 19 |
|
|
2023
Q3 | $1.5M | Buy |
18,772
+465
| +3% | +$37.1K | 1.49% | 19 |
|
|
2023
Q2 | $1.55M | Buy |
18,307
+107
| +0.6% | +$9.04K | 1.5% | 18 |
|
|
2023
Q1 | $1.47M | Buy |
18,200
+796
| +5% | +$64.1K | 1.57% | 17 |
|
|
2022
Q4 | $1.36M | Buy |
17,404
+36
| +0.2% | +$2.82K | 1.58% | 14 |
|
|
2022
Q3 | $1.12M | Buy |
17,368
+441
| +3% | +$28.5K | 1.43% | 20 |
|
|
2022
Q2 | $1.19M | Buy |
16,927
+593
| +4% | +$41.5K | 1.49% | 20 |
|
|
2022
Q1 | $1.28M | Buy |
+16,334
| New | +$1.28M | 1.12% | 22 |
|