LRIA
Leonard Rickey Investment 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 |
-1,090
| Closed | -$242K | – | 76 |
|
|
2019
Q4 | $242K | Sell |
1,090
-1
| -0.1% | -$222 | 0.15% | 70 |
|
|
2019
Q3 | $245K | Buy |
+1,091
| New | +$245K | 0.16% | 62 |
|
|
2019
Q1 | – | Sell |
-1,742
| Closed | -$301K | – | 71 |
|
|
2018
Q4 | $301K | Sell |
1,742
-110
| -6% | -$19K | 0.25% | 46 |
|
|
2018
Q3 | $401K | Sell |
1,852
-25
| -1% | -$5.41K | 0.29% | 38 |
|
|
2018
Q2 | $361K | Hold |
1,877
| – | – | 0.27% | 42 |
|
|
2018
Q1 | $372K | Sell |
1,877
-94
| -5% | -$18.6K | 0.29% | 41 |
|
|
2017
Q4 | $371K | Buy |
+1,971
| New | +$371K | 0.28% | 42 |
|