EWM
Evercore 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 | $1.29M | Hold |
6,123
| – | – | 0.02% | 190 |
|
|
2025
Q1 | $984K | Hold |
6,123
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $1.02M | Sell |
6,123
-800
| -12% | -$133K | 0.02% | 216 |
|
|
2024
Q3 | $1.09M | Sell |
6,923
-1,600
| -19% | -$252K | 0.02% | 215 |
|
|
2024
Q2 | $1.19M | Hold |
8,523
| – | – | 0.02% | 205 |
|
|
2024
Q1 | $1.2M | Buy |
8,523
+1,600
| +23% | +$225K | 0.02% | 203 |
|
|
2023
Q4 | $938K | Hold |
6,923
| – | – | 0.02% | 222 |
|
|
2023
Q3 | $776K | Buy |
6,923
+282
| +4% | +$31.6K | 0.01% | 230 |
|
|
2023
Q2 | $807K | Buy |
6,641
+1,000
| +18% | +$122K | 0.01% | 235 |
|
|
2023
Q1 | $659K | Buy |
5,641
+941
| +20% | +$110K | 0.01% | 246 |
|
|
2022
Q4 | $517K | Hold |
4,700
| – | – | 0.01% | 264 |
|
|
2022
Q3 | $431K | Sell |
4,700
-4,317
| -48% | -$396K | 0.01% | 271 |
|
|
2022
Q2 | $907K | Buy |
9,017
+2,160
| +32% | +$217K | 0.02% | 216 |
|
|
2022
Q1 | $855K | Buy |
+6,857
| New | +$855K | 0.02% | 241 |
|