RWA
Ropes Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $206K | Sell |
1,945
-17
| -0.9% | -$1.8K | 0.04% | 248 |
|
2023
Q2 | $229K | Sell |
1,962
-18
| -0.9% | -$2.1K | 0.04% | 259 |
|
2023
Q1 | $228K | Buy |
1,980
+3
| +0.2% | +$345 | 0.04% | 249 |
|
2022
Q4 | $221K | Buy |
+1,977
| New | +$221K | 0.04% | 255 |
|
2020
Q4 | – | Sell |
-15
| Closed | -$2K | – | 854 |
|
2020
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 581 |
|