Baystate Wealth Management’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
2023
Q2
Sell
-291
Closed -$33.5K 1071
2023
Q1
$33.5K Buy
291
+1
+0.3% +$115 ﹤0.01% 389
2022
Q4
$33K Hold
290
﹤0.01% 395
2022
Q3
$26K Buy
290
+2
+0.7% +$179 ﹤0.01% 394
2022
Q2
$29K Buy
+288
New +$29K ﹤0.01% 398
2017
Q4
Sell
-100
Closed -$9K 677
2017
Q3
$9K Buy
+100
New +$9K ﹤0.01% 359