GWMIA
Global Wealth Management Investment Advisory’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$886 | – | 289 |
|
|
2023
Q4 | $886 | Sell |
7
-20
| -74% | -$2.53K | ﹤0.01% | 432 |
|
|
2023
Q3 | $2.86K | Sell |
27
-9
| -25% | -$954 | ﹤0.01% | 363 |
|
|
2023
Q2 | $4.2K | Buy |
+36
| New | +$4.2K | ﹤0.01% | 347 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$2K | – | 299 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 405 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 417 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 394 |
|
|
2021
Q1 | $2K | Sell |
20
-4
| -17% | -$400 | ﹤0.01% | 410 |
|
|
2020
Q4 | $2K | Buy |
24
+22
| +1,100% | +$1.83K | ﹤0.01% | 393 |
|
|
2020
Q3 | $0 | Sell |
2
-185
| -99% | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $31K | Hold |
187
| – | – | 0.01% | 233 |
|
|
2020
Q1 | $27K | Hold |
187
| – | – | 0.01% | 223 |
|
|
2019
Q4 | $42K | Buy |
187
+185
| +9,250% | +$41.6K | 0.02% | 195 |
|
|
2019
Q3 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 686 |
|
|
2019
Q2 | $1K | Sell |
4
-143
| -97% | -$35.8K | ﹤0.01% | 641 |
|
|
2019
Q1 | $29K | Sell |
147
-949
| -87% | -$187K | 0.02% | 264 |
|
|
2018
Q4 | $189K | Buy |
+1,096
| New | +$189K | 0.11% | 134 |
|