First Foundation 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 | $425K | Sell |
2,015
-315
| -14% | -$66.4K | 0.02% | 250 |
|
|
2025
Q1 | $374K | Sell |
2,330
-160
| -6% | -$25.7K | 0.02% | 248 |
|
|
2024
Q4 | $413K | Buy |
2,490
+301
| +14% | +$49.9K | 0.02% | 244 |
|
|
2024
Q3 | $344K | Sell |
2,189
-601
| -22% | -$94.6K | 0.01% | 267 |
|
|
2024
Q2 | $391K | Sell |
2,790
-818
| -23% | -$115K | 0.01% | 248 |
|
|
2024
Q1 | $507K | Buy |
3,608
+635
| +21% | +$89.2K | 0.02% | 224 |
|
|
2023
Q4 | $403K | Buy |
2,973
+748
| +34% | +$101K | 0.02% | 247 |
|
|
2023
Q3 | $249K | Hold |
2,225
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $270K | Buy |
+2,225
| New | +$270K | 0.01% | 335 |
|