Concourse Financial Group Securities’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
Q1 | – | Sell |
-5,762
| Closed | -$232K | – | 6960 |
|
|
2024
Q4 | $232K | Buy |
5,762
+1,040
| +22% | +$41.8K | 0.01% | 681 |
|
|
2024
Q3 | $176K | Sell |
4,722
-1,421
| -23% | -$52.9K | 0.01% | 757 |
|
|
2024
Q2 | $204K | Buy |
+6,143
| New | +$204K | 0.01% | 684 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7496 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7429 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7253 |
|