Sterling Manor Financial’s Global X Defense Tech ETF SHLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.42M Sell
123,111
-25,110
-17% -$1.51M 4.95% 10
2025
Q1
$6.9M Sell
148,221
-27,528
-16% -$1.28M 4.93% 11
2024
Q4
$6.57M Sell
175,749
-1,547
-0.9% -$57.9K 4.59% 11
2024
Q3
$6.6M Buy
177,296
+48,803
+38% +$1.82M 4.47% 12
2024
Q2
$4.26M Buy
128,493
+11,307
+10% +$375K 3.24% 12
2024
Q1
$3.89M Buy
+117,186
New +$3.89M 2.92% 12