Cyndeo Wealth Partners’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
$1.08M Sell
5,142
-39
-0.8% -$8.23K 0.06% 220
2025
Q1
$833K Sell
5,181
-83
-2% -$13.3K 0.05% 240
2024
Q4
$873K Buy
5,264
+322
+7% +$53.4K 0.06% 231
2024
Q3
$778K Buy
+4,942
New +$778K 0.05% 246