National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,726
| Closed | -$218K | – | 145 |
|
|
2023
Q4 | $218K | Sell |
1,726
-343
| -17% | -$43.4K | 0.21% | 124 |
|
|
2023
Q3 | $219K | Sell |
2,069
-172
| -8% | -$18.2K | 0.24% | 115 |
|
|
2023
Q2 | $262K | Sell |
2,241
-9
| -0.4% | -$1.05K | 0.27% | 103 |
|
|
2023
Q1 | $250K | Sell |
2,250
-267
| -11% | -$29.6K | 0.29% | 114 |
|
|
2022
Q4 | $282K | Buy |
+2,517
| New | +$282K | 0.34% | 96 |
|