WealthPLAN Partners’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
Q3 | – | Sell |
-177
| Closed | -$20.7K | – | 713 |
|
|
2023
Q2 | $20.7K | Buy |
+177
| New | +$20.7K | ﹤0.01% | 668 |
|
|
2018
Q2 | – | Sell |
-2,532
| Closed | -$251K | – | 269 |
|
|
2018
Q1 | $251K | Sell |
2,532
-246
| -9% | -$24.4K | 0.06% | 231 |
|
|
2017
Q4 | $261K | Buy |
+2,778
| New | +$261K | 0.07% | 172 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$3.74K | – | 301 |
|
|
2017
Q1 | $3.74K | Buy |
+50
| New | +$3.74K | 0.01% | 372 |
|
|
2016
Q3 | $3.24K | Sell |
50
-50
| -50% | -$3.24K | ﹤0.01% | 786 |
|
|
2016
Q2 | $3.15K | Buy |
+100
| New | +$3.15K | ﹤0.01% | 2122 |
|