Leicht Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,466
| Closed | -$217K | – | 44 |
|
|
2018
Q4 | $217K | Sell |
2,466
-4,650
| -65% | -$409K | 0.29% | 39 |
|
|
2018
Q3 | $773K | Sell |
7,116
-2,784
| -28% | -$302K | 0.92% | 28 |
|
|
2018
Q2 | $958K | Sell |
9,900
-432
| -4% | -$41.8K | 0.82% | 16 |
|
|
2018
Q1 | $1.01M | Sell |
10,332
-3,064
| -23% | -$300K | 0.87% | 15 |
|
|
2017
Q4 | $1.3M | Sell |
13,396
-6,592
| -33% | -$639K | 1.09% | 15 |
|
|
2017
Q3 | $1.82M | Sell |
19,988
-29,492
| -60% | -$2.69M | 1.52% | 14 |
|
|
2017
Q2 | $3.96M | Buy |
49,480
+8,116
| +20% | +$650K | 3.41% | 12 |
|
|
2017
Q1 | $3.05M | Buy |
41,364
+21,244
| +106% | +$1.56M | 2.77% | 13 |
|
|
2016
Q4 | $1.43M | Buy |
+20,120
| New | +$1.43M | 1.32% | 16 |
|