Avantax Planning Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-107
Closed -$11K 1211
2018
Q3
$11K Buy
+107
New +$10.1K ﹤0.01% 864
2018
Q2
Sell
-107
Closed -$9K 1505
2018
Q1
$9K Buy
+107
New +$9.29K ﹤0.01% 1121

Other funds holding XAR

Avantax Planning Partners's XAR Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2018, closing a stake of 107 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in XAR in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 147 funds tracked by Wall St. Rank hold XAR as of Q4 2018.

  • Avantax Planning Partners reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 107 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $11K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.