Vahanian & Associates Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $503K | Buy |
3,970
+1,327
| +50% | +$168K | 1.99% | 14 |
|
|
2023
Q3 | $280K | Hold |
2,643
| – | – | 0.9% | 42 |
|
|
2023
Q2 | $308K | Buy |
2,643
+115
| +5% | +$13.4K | 0.97% | 36 |
|
|
2023
Q1 | $291K | Buy |
+2,528
| New | +$291K | 0.81% | 46 |
|
|
2022
Q1 | – | Sell |
-4,227
| Closed | -$434K | – | 108 |
|
|
2021
Q4 | $434K | Buy |
+4,227
| New | +$434K | 0.35% | 78 |
|