Smith Salley Wealth Management’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	-4,437	Closed	-$562K	–	238
2023 Q4	$562K	Buy	4,437 +3	+0.1%	+$380	0.04%	172
2023 Q3	$470K	Buy	4,434 +220	+5%	+$23.3K	0.03%	176
2023 Q2	$492K	Buy	4,214 +168	+4%	+$19.6K	0.04%	172
2023 Q1	$466K	Buy	+4,046	New	+$466K	0.04%	178