National Wealth Management Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $626K | Buy |
5,374
+185
| +4% | +$21.6K | 0.41% | 59 |
|
|
2024
Q4 | $595K | Sell |
5,189
-204
| -4% | -$23.4K | 0.4% | 55 |
|
|
2024
Q3 | $620K | Buy |
5,393
+116
| +2% | +$13.3K | 0.42% | 54 |
|
|
2024
Q2 | $542K | Buy |
5,277
+82
| +2% | +$8.42K | 0.41% | 57 |
|
|
2024
Q1 | $528K | Sell |
5,195
-223
| -4% | -$22.7K | 0.41% | 57 |
|
|
2023
Q4 | $499K | Buy |
5,418
+1,570
| +41% | +$145K | 0.48% | 56 |
|
|
2023
Q3 | $307K | Buy |
3,848
+35
| +0.9% | +$2.79K | 0.33% | 94 |
|
|
2023
Q2 | $325K | Sell |
3,813
-1,018
| -21% | -$86.8K | 0.34% | 90 |
|
|
2023
Q1 | $379K | Buy |
4,831
+984
| +26% | +$77.2K | 0.43% | 75 |
|
|
2022
Q4 | $302K | Buy |
+3,847
| New | +$302K | 0.36% | 91 |
|