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Beacon Bridge Wealth Partners’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,948
Closed -$413K – 96
2024
Q2 		$413K Buy
2,948
+444
+18% +$62.2K 0.19% 68
2024
Q1 		$352K Sell
2,504
-79
-3% -$11.1K 0.17% 73
2023
Q4 		$350K Buy
+2,583
New +$350K 0.17% 69