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Valley Wealth Managers’s Global X Defense Tech ETF SHLD Stock Holding History

Valley Wealth Managers’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.93M Sell
98,396
-10,411
-10% -$627K 0.43% 53
2025
Q1 		$5.06M Buy
+108,807
New +$5.06M 0.38% 55