Cascade Financial Partners’s Global X Defense Tech ETF SHLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
12,457
+7
| +0.1% | +$422 | 0.09% | 133 |
|
|
2025
Q1 | $580K | Buy |
12,450
+6,150
| +98% | +$286K | 0.07% | 146 |
|
|
2024
Q4 | $236K | Hold |
6,300
| – | – | 0.03% | 219 |
|
|
2024
Q3 | $243K | Hold |
6,300
| – | – | 0.03% | 214 |
|
|
2024
Q2 | $209K | Hold |
6,300
| – | – | 0.03% | 225 |
|
|
2024
Q1 | $204K | Buy |
+6,300
| New | +$204K | 0.03% | 218 |
|