Cherry Tree Wealth Management’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 | $2.53K | Hold |
12
| – | – | ﹤0.01% | 523 |
|
2025
Q1 | $1.93K | Sell |
12
-11
| -48% | -$1.77K | ﹤0.01% | 636 |
|
2024
Q4 | $3.81K | Buy |
23
+12
| +109% | +$1.99K | ﹤0.01% | 500 |
|
2024
Q3 | $1.73K | Hold |
11
| – | – | ﹤0.01% | 543 |
|
2024
Q2 | $1.54K | Buy |
11
+1
| +10% | +$140 | ﹤0.01% | 526 |
|
2024
Q1 | $1.41K | Hold |
10
| – | – | ﹤0.01% | 526 |
|
2023
Q4 | $1.36K | Buy |
10
+3
| +43% | +$407 | ﹤0.01% | 528 |
|
2023
Q3 | $785 | Buy |
+7
| New | +$785 | ﹤0.01% | 541 |
|