WR Wealth Planners’s Invesco Aerospace & Defense ETF PPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$23K | – | 1169 |
|
|
2024
Q3 | $23K | Hold |
200
| – | – | 0.01% | 458 |
|
|
2024
Q2 | $20.5K | Hold |
200
| – | – | 0.01% | 443 |
|
|
2024
Q1 | $20.3K | Buy |
+200
| New | +$20.3K | 0.01% | 448 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$16K | – | 676 |
|
|
2023
Q3 | $16K | Hold |
200
| – | – | 0.01% | 463 |
|
|
2023
Q2 | $16.9K | Hold |
200
| – | – | 0.01% | 462 |
|
|
2023
Q1 | $16.1K | Hold |
200
| – | – | 0.01% | 454 |
|
|
2022
Q4 | $15.7K | Hold |
200
| – | – | 0.01% | 231 |
|
|
2022
Q3 | $12.9K | Hold |
200
| – | – | 0.01% | 236 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | 0.01% | 256 |
|
|
2022
Q1 | $15.7K | Buy |
+200
| New | +$15.7K | 0.01% | 257 |
|