Beam Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,182
Closed -$588K 150
2020
Q1
$588K Buy
8,182
+6,108
+295% +$439K 0.58% 59
2019
Q4
$230K Buy
+2,074
New +$230K 0.21% 135