IWA
Intercontinental Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-445
| Closed | -$105K | – | 232 |
|
2019
Q4 | $105K | Buy |
445
+70
| +19% | +$16.5K | 0.09% | 150 |
|
2019
Q3 | $84K | Hold |
375
| – | – | 0.05% | 181 |
|
2019
Q2 | $80K | Hold |
375
| – | – | 0.04% | 178 |
|
2019
Q1 | $75K | Hold |
375
| – | – | 0.04% | 192 |
|
2018
Q4 | $65K | Buy |
+375
| New | +$65K | 0.04% | 200 |
|