VBFG
Vishria Bird Financial 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 |
-24,039
| Closed | -$3.46M | – | 42 |
|
|
2020
Q1 | $3.46M | Buy |
24,039
+730
| +3% | +$105K | 3.62% | 13 |
|
|
2019
Q4 | $5.18M | Buy |
23,309
+574
| +3% | +$127K | 5.02% | 10 |
|
|
2019
Q3 | $5.11M | Buy |
22,735
+715
| +3% | +$161K | 5.85% | 5 |
|
|
2019
Q2 | $4.72M | Buy |
22,020
+567
| +3% | +$121K | 4.71% | 8 |
|
|
2019
Q1 | $4.28M | Sell |
21,453
-473
| -2% | -$94.4K | 4.33% | 9 |
|
|
2018
Q4 | $3.79M | Buy |
21,926
+222
| +1% | +$38.4K | 4.19% | 13 |
|
|
2018
Q3 | $4.7M | Buy |
21,704
+411
| +2% | +$88.9K | 4.03% | 14 |
|
|
2018
Q2 | $4.1M | Buy |
+21,293
| New | +$4.1M | 3.8% | 12 |
|