Integrated 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-174
| Closed | -$11K | – | 623 |
|
2016
Q3 | $11K | Hold |
174
| – | – | ﹤0.01% | 737 |
|
2016
Q2 | $11K | Hold |
174
| – | – | ﹤0.01% | 730 |
|
2016
Q1 | $10K | Hold |
174
| – | – | ﹤0.01% | 698 |
|
2015
Q4 | $10K | Sell |
174
-132
| -43% | -$7.59K | ﹤0.01% | 765 |
|
2015
Q3 | $17K | Buy |
306
+132
| +76% | +$7.33K | 0.01% | 627 |
|
2015
Q2 | $10K | Hold |
174
| – | – | ﹤0.01% | 787 |
|
2015
Q1 | $10K | Buy |
+174
| New | +$10K | ﹤0.01% | 765 |
|