Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
2,217
+465
| +27% | +$98.1K | 0.01% | 853 |
|
|
2025
Q1 | $281K | Buy |
1,752
+111
| +7% | +$17.8K | 0.01% | 926 |
|
|
2024
Q4 | $272K | Sell |
1,641
-127
| -7% | -$21.1K | 0.01% | 751 |
|
|
2024
Q3 | $278K | Sell |
1,768
-39
| -2% | -$6.14K | 0.02% | 734 |
|
|
2024
Q2 | $253K | Buy |
1,807
+351
| +24% | +$49.1K | 0.02% | 688 |
|
|
2024
Q1 | $205K | Buy |
+1,456
| New | +$205K | 0.02% | 649 |
|
|
2023
Q3 | – | Sell |
-2,306
| Closed | -$280K | – | 743 |
|
|
2023
Q2 | $280K | Buy |
2,306
+476
| +26% | +$57.9K | 0.03% | 466 |
|
|
2023
Q1 | $214K | Sell |
1,830
-46
| -2% | -$5.38K | 0.03% | 550 |
|
|
2022
Q4 | $206K | Sell |
1,876
-417
| -18% | -$45.9K | 0.03% | 520 |
|
|
2022
Q3 | $210K | Sell |
2,293
-293
| -11% | -$26.8K | 0.03% | 474 |
|
|
2022
Q2 | $260K | Sell |
2,586
-128
| -5% | -$12.9K | 0.04% | 432 |
|
|
2022
Q1 | $338K | Sell |
2,714
-859
| -24% | -$107K | 0.04% | 396 |
|
|
2021
Q4 | $416K | Sell |
3,573
-505
| -12% | -$58.8K | 0.06% | 363 |
|
|
2021
Q3 | $486K | Sell |
4,078
-150
| -4% | -$17.9K | 0.07% | 297 |
|
|
2021
Q2 | $559K | Buy |
4,228
+3,869
| +1,078% | +$512K | 0.07% | 300 |
|
|
2021
Q1 | $45K | Hold |
359
| – | – | 0.01% | 719 |
|
|
2020
Q4 | $41K | Buy |
359
+309
| +618% | +$35.3K | 0.01% | 596 |
|
|
2020
Q3 | $4.63K | Hold |
50
| – | – | ﹤0.01% | 856 |
|
|
2020
Q2 | $4.2K | Sell |
50
-50
| -50% | -$4.2K | ﹤0.01% | 803 |
|
|
2020
Q1 | $7.61K | Hold |
100
| – | – | ﹤0.01% | 693 |
|
|
2019
Q4 | $11.9K | Buy |
+100
| New | +$11.9K | 0.01% | 551 |
|