EverSource Wealth Advisors’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 | $114K | Buy |
540
+127
| +31% | +$26.8K | 0.01% | 1132 |
|
2025
Q1 | $66.4K | Buy |
413
+56
| +16% | +$9K | ﹤0.01% | 1095 |
|
2024
Q4 | $59.2K | Buy |
357
+337
| +1,685% | +$55.9K | ﹤0.01% | 1112 |
|
2024
Q3 | $3.15K | Hold |
20
| – | – | ﹤0.01% | 2402 |
|
2024
Q2 | $3.02K | Hold |
20
| – | – | ﹤0.01% | 2412 |
|
2024
Q1 | $2.72K | Hold |
20
| – | – | ﹤0.01% | 2286 |
|
2023
Q4 | $2.71K | Hold |
20
| – | – | ﹤0.01% | 2088 |
|
2023
Q3 | $2.24K | Hold |
20
| – | – | ﹤0.01% | 1969 |
|
2023
Q2 | $2.43K | Hold |
20
| – | – | ﹤0.01% | 1972 |
|
2023
Q1 | $2.34K | Buy |
+20
| New | +$2.34K | ﹤0.01% | 1887 |
|