Bison Wealth’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
Q3
Sell
-6,100
Closed -$857K 483
2024
Q2
$857K Hold
6,100
0.14% 157
2024
Q1
$857K Buy
6,100
+141
+2% +$19.8K 0.14% 157
2023
Q4
$807K Sell
5,959
-344
-5% -$46.6K 0.14% 155
2023
Q3
$706K Buy
6,303
+2
+0% +$224 0.14% 164
2023
Q2
$766K Buy
+6,301
New +$766K 0.14% 157
2022
Q3
Sell
-3
Closed 367
2022
Q2
$0 Buy
+3
New ﹤0.01% 365