Steward Partners Investment Advisory’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 | $4.33M | Buy |
71,785
+63,566
| +773% | +$3.83M | 0.03% | 467 |
|
|
2025
Q1 | $383K | Buy |
8,219
+4,430
| +117% | +$206K | ﹤0.01% | 1331 |
|
|
2024
Q4 | $142K | Buy |
3,789
+2,755
| +266% | +$103K | ﹤0.01% | 1794 |
|
|
2024
Q3 | $38.5K | Buy |
1,034
+550
| +114% | +$20.5K | ﹤0.01% | 2363 |
|
|
2024
Q2 | $16K | Hold |
484
| – | – | ﹤0.01% | 2609 |
|
|
2024
Q1 | $16.1K | Buy |
+484
| New | +$16.1K | ﹤0.01% | 2615 |
|