BDO Wealth Advisors’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 |
-2,506
| Closed | -$237K | – | 1212 |
|
2020
Q4 | $237K | Sell |
2,506
-16
| -0.6% | -$1.51K | 0.03% | 219 |
|
2020
Q3 | $200K | Hold |
2,522
| – | – | 0.03% | 218 |
|
2020
Q2 | $208K | Sell |
2,522
-58
| -2% | -$4.78K | 0.04% | 212 |
|
2020
Q1 | $186K | Hold |
2,580
| – | – | 0.04% | 211 |
|
2019
Q4 | $286K | Hold |
2,580
| – | – | 0.07% | 157 |
|
2019
Q3 | $290K | Hold |
2,580
| – | – | 0.07% | 156 |
|
2019
Q2 | $276K | Buy |
+2,580
| New | +$276K | 0.08% | 154 |
|