All Terrain Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,888
| Closed | -$206K | – | 141 |
|
|
2019
Q4 | $206K | Hold |
1,888
| – | – | 0.07% | 113 |
|
|
2019
Q3 | $202K | Buy |
+1,888
| New | +$202K | 0.07% | 123 |
|
|
2019
Q2 | – | Sell |
-2,297
| Closed | -$211K | – | 152 |
|
|
2019
Q1 | $211K | Sell |
2,297
-1,738
| -43% | -$160K | 0.07% | 120 |
|
|
2018
Q4 | $318K | Hold |
4,035
| – | – | 0.13% | 85 |
|
|
2018
Q3 | $402K | Hold |
4,035
| – | – | 0.16% | 83 |
|
|
2018
Q2 | $352K | Sell |
4,035
-472
| -10% | -$41.2K | 0.16% | 90 |
|
|
2018
Q1 | $392K | Buy |
+4,507
| New | +$392K | 0.18% | 83 |
|