Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-620
| Closed | -$78.5K | – | 335 |
|
|
2023
Q4 | $78.5K | Buy |
620
+110
| +22% | +$13.9K | 0.05% | 274 |
|
|
2023
Q3 | $54K | Sell |
510
-200
| -28% | -$21.2K | 0.04% | 307 |
|
|
2023
Q2 | $82.8K | Hold |
710
| – | – | 0.05% | 258 |
|
|
2023
Q1 | $81.7K | Sell |
710
-600
| -46% | -$69K | 0.05% | 254 |
|
|
2022
Q4 | $147K | Buy |
+1,310
| New | +$147K | 0.08% | 245 |
|