AssetMark Inc’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5K | Buy |
64
+12
| +23% | +$2.53K | ﹤0.01% | 1897 |
|
|
2025
Q1 | $8.36K | Buy |
52
+5
| +11% | +$803 | ﹤0.01% | 1886 |
|
|
2024
Q4 | $7.79K | Hold |
47
| – | – | ﹤0.01% | 1840 |
|
|
2024
Q3 | $7.4K | Buy |
47
+41
| +683% | +$6.45K | ﹤0.01% | 1676 |
|
|
2024
Q2 | $840 | Buy |
+6
| New | +$840 | ﹤0.01% | 1873 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$6K | – | 1568 |
|
|
2021
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 992 |
|