Atria Wealth Solutions’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 | $3.6M | Sell |
17,091
-8,386
| -33% | -$1.77M | 0.08% | 269 |
|
|
2025
Q1 | $4.09M | Buy |
25,477
+4,014
| +19% | +$645K | 0.05% | 400 |
|
|
2024
Q4 | $3.56M | Buy |
21,463
+1,799
| +9% | +$298K | 0.04% | 448 |
|
|
2024
Q3 | $3.09M | Sell |
19,664
-7,472
| -28% | -$1.18M | 0.03% | 486 |
|
|
2024
Q2 | $3.8M | Buy |
27,136
+1,827
| +7% | +$256K | 0.04% | 405 |
|
|
2024
Q1 | $3.56M | Buy |
25,309
+5,619
| +29% | +$790K | 0.04% | 439 |
|
|
2023
Q4 | $2.67M | Buy |
19,690
+2,959
| +18% | +$401K | 0.03% | 506 |
|
|
2023
Q3 | $1.88M | Buy |
16,731
+2,902
| +21% | +$325K | 0.03% | 578 |
|
|
2023
Q2 | $1.68M | Buy |
13,829
+99
| +0.7% | +$12K | 0.02% | 625 |
|
|
2023
Q1 | $1.61M | Buy |
13,730
+172
| +1% | +$20.1K | 0.02% | 616 |
|
|
2022
Q4 | $1.49M | Sell |
13,558
-9,095
| -40% | -$1M | 0.02% | 607 |
|
|
2022
Q3 | $2.08M | Sell |
22,653
-119
| -0.5% | -$10.9K | 0.04% | 466 |
|
|
2022
Q2 | $2.29M | Buy |
22,772
+3,553
| +18% | +$357K | 0.04% | 380 |
|
|
2022
Q1 | $2.4M | Buy |
+19,219
| New | +$2.4M | 0.04% | 432 |
|