SWAG
Spectrum Wealth Advisory Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,630
| Closed | -$1.05M | – | 36 |
|
|
2020
Q1 | $1.05M | Sell |
7,630
-41
| -0.5% | -$5.66K | 2.28% | 15 |
|
|
2019
Q4 | $1.7M | Buy |
7,671
+207
| +3% | +$46K | 3.05% | 11 |
|
|
2019
Q3 | $1.68M | Buy |
7,464
+1,260
| +20% | +$283K | 3.33% | 9 |
|
|
2019
Q2 | $1.29M | Buy |
+6,204
| New | +$1.29M | 2.63% | 14 |
|