Choate Investment Advisors’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 | $235K | Buy |
+1,116
| New | +$235K | 0.01% | 373 |
|
|
2023
Q4 | – | Sell |
-486
| Closed | -$54.5K | – | 467 |
|
|
2023
Q3 | $54.5K | Hold |
486
| – | – | ﹤0.01% | 397 |
|
|
2023
Q2 | $59.1K | Sell |
486
-252
| -34% | -$30.6K | ﹤0.01% | 316 |
|
|
2023
Q1 | $86.3K | Hold |
738
| – | – | ﹤0.01% | 278 |
|
|
2022
Q4 | $81.2K | Buy |
738
+153
| +26% | +$16.8K | ﹤0.01% | 291 |
|
|
2022
Q3 | $54K | Hold |
585
| – | – | ﹤0.01% | 266 |
|
|
2022
Q2 | $59K | Hold |
585
| – | – | ﹤0.01% | 284 |
|
|
2022
Q1 | $73K | Hold |
585
| – | – | ﹤0.01% | 317 |
|
|
2021
Q4 | $68K | Buy |
585
+75
| +15% | +$8.72K | ﹤0.01% | 308 |
|
|
2021
Q3 | $61K | Hold |
510
| – | – | ﹤0.01% | 279 |
|
|
2021
Q2 | $67K | Buy |
510
+180
| +55% | +$23.6K | ﹤0.01% | 292 |
|
|
2021
Q1 | $41K | Sell |
330
-55
| -14% | -$6.83K | ﹤0.01% | 278 |
|
|
2020
Q4 | $44K | Hold |
385
| – | – | ﹤0.01% | 266 |
|
|
2020
Q3 | $34K | Buy |
+385
| New | +$34K | ﹤0.01% | 263 |
|