Atlas 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
2024
Q4
$689K Buy
4,155
+581
+16% +$96.3K 1.08% 14
2024
Q3
$562K Buy
3,574
+514
+17% +$80.9K 0.89% 17
2024
Q2
$428K Buy
3,060
+286
+10% +$40K 0.71% 21
2024
Q1
$390K Buy
2,774
+689
+33% +$96.8K 0.61% 21
2023
Q4
$282K Buy
+2,085
New +$282K 0.46% 22