LWA
Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-126
| Closed | -$28K | – | 313 |
|
|
2019
Q3 | $28K | Buy |
126
+70
| +125% | +$15.6K | 0.02% | 93 |
|
|
2019
Q2 | $12K | Hold |
56
| – | – | 0.01% | 152 |
|
|
2019
Q1 | $11K | Hold |
56
| – | – | 0.01% | 139 |
|
|
2018
Q4 | $10K | Hold |
56
| – | – | 0.01% | 141 |
|
|
2018
Q3 | $12K | Hold |
56
| – | – | 0.01% | 140 |
|
|
2018
Q2 | $11K | Hold |
56
| – | – | 0.01% | 135 |
|
|
2018
Q1 | $11K | Hold |
56
| – | – | 0.01% | 142 |
|
|
2017
Q4 | $11K | Buy |
+56
| New | +$11K | 0.01% | 150 |
|
|
2016
Q4 | – | Sell |
-230
| Closed | -$30K | – | 236 |
|
|
2016
Q3 | $30K | Hold |
230
| – | – | 0.02% | 79 |
|
|
2016
Q2 | $29K | Hold |
230
| – | – | 0.02% | 73 |
|
|
2016
Q1 | $27K | Hold |
230
| – | – | 0.02% | 76 |
|
|
2015
Q4 | $27K | Hold |
230
| – | – | 0.02% | 71 |
|
|
2015
Q3 | $25K | Hold |
230
| – | – | 0.02% | 77 |
|
|
2015
Q2 | $27K | Hold |
230
| – | – | 0.02% | 93 |
|
|
2015
Q1 | $28K | Hold |
230
| – | – | 0.02% | 90 |
|
|
2014
Q4 | $26K | Buy |
+230
| New | +$26K | 0.02% | 91 |
|