AFA
Atlas Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,444
| Closed | -$683K | – | 36 |
|
|
2023
Q3 | $683K | Buy |
6,444
+2,878
| +81% | +$305K | 0.53% | 17 |
|
|
2023
Q2 | $416K | Buy |
3,566
+113
| +3% | +$13.2K | 0.59% | 14 |
|
|
2023
Q1 | $397K | Buy |
3,453
+193
| +6% | +$22.2K | 0.54% | 16 |
|
|
2022
Q4 | $365K | Buy |
3,260
+826
| +34% | +$92.4K | 0.5% | 14 |
|
|
2022
Q3 | $222K | Sell |
2,434
-224
| -8% | -$20.4K | 0.36% | 12 |
|
|
2022
Q2 | $264K | Buy |
2,658
+235
| +10% | +$23.3K | 0.3% | 18 |
|
|
2022
Q1 | $268K | Buy |
+2,423
| New | +$268K | 0.27% | 19 |
|