Acorn Financial Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,710
| Closed | -$256K | – | 206 |
|
|
2020
Q4 | $256K | Sell |
2,710
-3,924
| -59% | -$371K | 0.1% | 188 |
|
|
2020
Q3 | $528K | Buy |
6,634
+68
| +1% | +$5.41K | 0.28% | 101 |
|
|
2020
Q2 | $540K | Buy |
6,566
+334
| +5% | +$27.5K | 0.38% | 93 |
|
|
2020
Q1 | $446K | Buy |
6,232
+412
| +7% | +$29.5K | 0.44% | 84 |
|
|
2019
Q4 | $645K | Buy |
+5,820
| New | +$645K | 0.54% | 61 |
|