BTWM
Baker Tilly Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$233K | – | 513 |
|
|
2023
Q2 | $233K | Hold |
2,000
| – | – | 0.02% | 499 |
|
|
2023
Q1 | $230K | Hold |
2,000
| – | – | 0.03% | 496 |
|
|
2022
Q4 | $224K | Buy |
+2,000
| New | +$224K | 0.03% | 492 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$222K | – | 518 |
|
|
2022
Q1 | $222K | Hold |
2,000
| – | – | 0.02% | 481 |
|
|
2021
Q4 | $206K | Hold |
2,000
| – | – | 0.02% | 502 |
|
|
2021
Q3 | $208K | Hold |
2,000
| – | – | 0.03% | 485 |
|
|
2021
Q2 | $219K | Hold |
2,000
| – | – | 0.04% | 467 |
|
|
2021
Q1 | $208K | Buy |
+2,000
| New | +$208K | 0.04% | 442 |
|