9258 Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $480K | Hold |
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|
2024
Q2 | $427K | Hold |
|
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|
2024
Q1 | $429K | Hold |
|
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|
2023
Q4 | $413K | Hold |
|
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|
2023
Q3 | $342K | Hold |
|
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|
2023
Q2 | $371K | Sell |
|
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|
2023
Q1 | $374K | Hold |
|
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|
2022
Q4 | $352K | Hold |
|
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|
2022
Q3 | $293K | Hold |
|
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|
2022
Q2 | $322K | Hold |
|
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|
2022
Q1 | $399K | Hold |
|
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|
2021
Q4 | $373K | Hold |
|
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|
2021
Q3 | $382K | Hold |
|
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|
2021
Q2 | $423K | Hold |
|
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|
2021
Q1 | $402K | Hold |
|
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|
2020
Q4 | $367K | Sell |
|
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|
2020
Q3 | $275K | Sell |
|
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|
2020
Q2 | $388K | Hold |
|
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|
2020
Q1 | $348K | Hold |
|
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|
2019
Q4 | $483K | Buy |
|