Private Wealth Advisors (California)’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 |
-24,010
| Closed | -$2.8M | – | 77 |
|
|
2023
Q2 | $2.8M | Buy |
24,010
+189
| +0.8% | +$22.1K | 1.14% | 26 |
|
|
2023
Q1 | $2.74M | Sell |
23,821
-1,367
| -5% | -$157K | 1.15% | 27 |
|
|
2022
Q4 | $2.82M | Buy |
25,188
+605
| +2% | +$67.7K | 0.95% | 27 |
|
|
2022
Q3 | $2.24M | Buy |
24,583
+197
| +0.8% | +$18K | 1.04% | 28 |
|
|
2022
Q2 | $2.58M | Buy |
+24,386
| New | +$2.58M | 0.95% | 28 |
|