BWG
Beta Wealth Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,642
| Closed | -$419K | – | 104 |
|
|
2023
Q1 | $419K | Sell |
3,642
-256
| -7% | -$29.5K | 0.24% | 65 |
|
|
2022
Q4 | $436K | Buy |
3,898
+233
| +6% | +$26.1K | 0.29% | 58 |
|
|
2022
Q3 | $334K | Sell |
3,665
-170
| -4% | -$15.5K | 0.24% | 60 |
|
|
2022
Q2 | $380K | Sell |
3,835
-204
| -5% | -$20.2K | 0.25% | 54 |
|
|
2022
Q1 | $447K | Buy |
+4,039
| New | +$447K | 0.3% | 48 |
|