PWM
Purus Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $936K | Buy |
4,959
+10
| +0.2% | +$1.89K | 0.32% | 59 |
|
2025
Q1 | $758K | Buy |
4,949
+2
| +0% | +$306 | 0.32% | 59 |
|
2024
Q4 | $719K | Buy |
4,947
+3
| +0.1% | +$436 | 0.28% | 60 |
|
2024
Q3 | $740K | Buy |
4,944
+2
| +0% | +$299 | 0.31% | 55 |
|
2024
Q2 | $653K | Sell |
4,942
-52
| -1% | -$6.87K | 0.29% | 54 |
|
2024
Q1 | $659K | Sell |
4,994
-124
| -2% | -$16.4K | 0.33% | 54 |
|
2023
Q4 | $648K | Sell |
5,118
-497
| -9% | -$62.9K | 0.38% | 52 |
|
2023
Q3 | $595K | Hold |
5,615
| – | – | 0.4% | 52 |
|
2023
Q2 | $655K | Sell |
5,615
-6
| -0.1% | -$700 | 0.42% | 51 |
|
2023
Q1 | $647K | Buy |
5,621
+1,443
| +35% | +$166K | 0.51% | 43 |
|
2022
Q4 | $467K | Buy |
4,178
+19
| +0.5% | +$2.13K | 0.42% | 57 |
|
2022
Q3 | $379K | Buy |
+4,159
| New | +$379K | 0.35% | 66 |
|