WWM
WT Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,224
| Closed | -$2.83M | – | 110 |
|
|
2023
Q2 | $2.83M | Buy |
24,224
+2,795
| +13% | +$326K | 1.17% | 22 |
|
|
2023
Q1 | $2.47M | Buy |
+21,429
| New | +$2.47M | 1.07% | 27 |
|
|
2020
Q3 | – | Sell |
-1,249
| Closed | -$205K | – | 107 |
|
|
2020
Q2 | $205K | Buy |
+1,249
| New | +$205K | 0.17% | 85 |
|
|
2020
Q1 | – | Sell |
-1,051
| Closed | -$233K | – | 74 |
|
|
2019
Q4 | $233K | Sell |
1,051
-252
| -19% | -$55.9K | 0.18% | 84 |
|
|
2019
Q3 | $292K | Buy |
+1,303
| New | +$292K | 0.25% | 67 |
|