Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
1,895
+335
| +21% | +$63.2K | 0.03% | 268 |
|
|
2025
Q1 | $239K | Buy |
+1,560
| New | +$239K | 0.02% | 326 |
|
|
2020
Q1 | – | Sell |
-9,708
| Closed | -$1.08M | – | 261 |
|
|
2019
Q4 | $1.08M | Sell |
9,708
-5,308
| -35% | -$589K | 0.11% | 127 |
|
|
2019
Q3 | $1.69M | Buy |
+15,016
| New | +$1.69M | 0.17% | 97 |
|
|
2018
Q4 | – | Sell |
-31,312
| Closed | -$3.39M | – | 219 |
|
|
2018
Q3 | $3.39M | Sell |
31,312
-2,340
| -7% | -$253K | 0.34% | 67 |
|
|
2018
Q2 | $3.24M | Buy |
+33,652
| New | +$3.24M | 0.34% | 60 |
|
|
2018
Q1 | – | Sell |
-32,652
| Closed | -$3.07M | – | 218 |
|
|
2017
Q4 | $3.07M | Sell |
32,652
-850
| -3% | -$79.9K | 0.36% | 64 |
|
|
2017
Q3 | $2.98M | Sell |
33,502
-4,296
| -11% | -$382K | 0.37% | 63 |
|
|
2017
Q2 | $2.97M | Sell |
37,798
-3,358
| -8% | -$264K | 0.39% | 63 |
|
|
2017
Q1 | $3.06M | Buy |
+41,156
| New | +$3.06M | 0.42% | 62 |
|