Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-498
| Closed | -$74K | – | 865 |
|
|
2024
Q3 | $74K | Sell |
498
-4
| -0.8% | -$594 | 0.02% | 414 |
|
|
2024
Q2 | $66K | Buy |
502
+1
| +0.2% | +$131 | 0.02% | 435 |
|
|
2024
Q1 | $66.1K | Buy |
501
+5
| +1% | +$660 | 0.02% | 429 |
|
|
2023
Q4 | $62K | Sell |
496
-18
| -4% | -$2.25K | 0.02% | 418 |
|
|
2023
Q3 | $54.5K | Buy |
+514
| New | +$54.5K | 0.02% | 428 |
|
|
2023
Q1 | $119K | Buy |
+1,036
| New | +$119K | 0.05% | 266 |
|
|
2022
Q4 | – | Sell |
-469
| Closed | -$42K | – | 704 |
|
|
2022
Q3 | $42K | Buy |
+469
| New | +$42K | 0.02% | 433 |
|