WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $63K | Buy |
796
+38
| +5% | +$3.01K | 0.01% | 643 |
|
|
2017
Q1 | $56K | Buy |
758
+174
| +30% | +$12.9K | 0.01% | 629 |
|
|
2016
Q4 | $41K | Buy |
584
+72
| +14% | +$5.06K | 0.01% | 755 |
|
|
2016
Q3 | $33K | Hold |
512
| – | – | 0.01% | 811 |
|
|
2016
Q2 | $32K | Buy |
+512
| New | +$32K | 0.01% | 814 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$11K | – | 1613 |
|
|
2015
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 1070 |
|
|
2015
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 1127 |
|
|
2015
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 1145 |
|