Accel Wealth Management’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-348
| Closed | -$40.7K | – | 891 |
|
|
2023
Q1 | $40.7K | Buy |
348
+100
| +40% | +$11.7K | 0.02% | 523 |
|
|
2022
Q4 | $27.3K | Hold |
248
| – | – | 0.01% | 481 |
|
|
2022
Q3 | $24K | Hold |
248
| – | – | 0.01% | 511 |
|
|
2022
Q2 | $25K | Hold |
248
| – | – | 0.01% | 488 |
|
|
2022
Q1 | $31K | Hold |
248
| – | – | 0.02% | 465 |
|
|
2021
Q4 | $29K | Hold |
248
| – | – | 0.01% | 501 |
|
|
2021
Q3 | $30K | Hold |
248
| – | – | 0.02% | 422 |
|
|
2021
Q2 | $33K | Hold |
248
| – | – | 0.02% | 422 |
|
|
2021
Q1 | $31K | Hold |
248
| – | – | 0.03% | 412 |
|
|
2020
Q4 | $28K | Buy |
+248
| New | +$28K | 0.03% | 420 |
|