MWM
MGB Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
18,654
+3,507
| +23% | +$211K | 0.37% | 60 |
|
|
2025
Q1 | $705K | Buy |
15,147
+1,779
| +13% | +$82.8K | 0.26% | 97 |
|
|
2024
Q4 | $500K | Buy |
13,368
+6,818
| +104% | +$255K | 0.16% | 117 |
|
|
2024
Q3 | $244K | Buy |
+6,550
| New | +$244K | 0.09% | 165 |
|