EWP
Engrave Wealth Partners’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-47,597
| Closed | -$4.79M | – | 60 |
|
|
2022
Q2 | $4.79M | Sell |
47,597
-3,963
| -8% | -$399K | 2.12% | 13 |
|
|
2022
Q1 | $6.43M | Sell |
51,560
-820
| -2% | -$102K | 2.4% | 13 |
|
|
2021
Q4 | $6.1M | Buy |
52,380
+4,215
| +9% | +$491K | 1.76% | 17 |
|
|
2021
Q3 | $5.75M | Sell |
48,165
-2,383
| -5% | -$284K | 1.7% | 18 |
|
|
2021
Q2 | $6.69M | Buy |
+50,548
| New | +$6.69M | 2.02% | 21 |
|