Peak Financial Advisors’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
2023
Q3
Sell
-17,514
Closed -$2.04M 63
2023
Q2
$2.04M Buy
17,514
+1,105
+7% +$129K 1.6% 23
2023
Q1
$1.89M Buy
16,409
+1,146
+8% +$132K 1.6% 20
2022
Q4
$1.71M Buy
+15,263
New +$1.71M 1.56% 20