Focused Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-20
| Closed | -$2.59K | – | 528 |
|
2023
Q4 | $2.59K | Hold |
20
| – | – | ﹤0.01% | 719 |
|
2023
Q3 | $2.15K | Hold |
20
| – | – | ﹤0.01% | 732 |
|
2023
Q2 | $2.37K | Hold |
20
| – | – | ﹤0.01% | 740 |
|
2023
Q1 | $2.33K | Sell |
20
-37
| -65% | -$4.31K | ﹤0.01% | 750 |
|
2022
Q4 | $6.4K | Buy |
57
+37
| +185% | +$4.15K | ﹤0.01% | 578 |
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 731 |
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 701 |
|
2022
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 742 |
|