MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-664
| Closed | -$53K | – | 243 |
|
|
2020
Q3 | $53K | Hold |
664
| – | – | 0.03% | 124 |
|
|
2020
Q2 | $55K | Hold |
664
| – | – | 0.04% | 115 |
|
|
2020
Q1 | $48K | Hold |
664
| – | – | 0.04% | 110 |
|
|
2019
Q4 | $74K | Hold |
664
| – | – | 0.05% | 105 |
|
|
2019
Q3 | $75K | Hold |
664
| – | – | 0.06% | 103 |
|
|
2019
Q2 | $72K | Hold |
664
| – | – | 0.06% | 107 |
|
|
2019
Q1 | $66K | Hold |
664
| – | – | 0.06% | 112 |
|
|
2018
Q4 | $57K | Buy |
+664
| New | +$57K | 0.06% | 126 |
|