BWM
Buska Wealth Management’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Sell |
41,697
-16,571
| -28% | -$3.5M | 2.4% | 12 |
|
|
2025
Q1 | $9.36M | Sell |
58,268
-4,066
| -7% | -$653K | 2.93% | 8 |
|
|
2024
Q4 | $10.3M | Buy |
62,334
+6,069
| +11% | +$1.01M | 3.31% | 7 |
|
|
2024
Q3 | $8.85M | Buy |
56,265
+6,489
| +13% | +$1.02M | 3.09% | 7 |
|
|
2024
Q2 | $6.97M | Buy |
49,776
+8,812
| +22% | +$1.23M | 2.78% | 9 |
|
|
2024
Q1 | $5.76M | Buy |
+40,964
| New | +$5.76M | 2.52% | 10 |
|