GeoWealth Management’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 | $442K | Sell |
2,095
-56
| -3% | -$11.8K | 0.02% | 430 |
|
|
2025
Q1 | $346K | Buy |
2,151
+2,096
| +3,811% | +$337K | 0.01% | 507 |
|
|
2024
Q4 | $9.12K | Sell |
55
-32
| -37% | -$5.31K | ﹤0.01% | 1498 |
|
|
2024
Q3 | $13.7K | Sell |
87
-609
| -88% | -$95.8K | ﹤0.01% | 1336 |
|
|
2024
Q2 | $97.5K | Buy |
696
+34
| +5% | +$4.76K | ﹤0.01% | 776 |
|
|
2024
Q1 | $93K | Buy |
662
+396
| +149% | +$55.6K | ﹤0.01% | 776 |
|
|
2023
Q4 | $37K | Buy |
+266
| New | +$37K | ﹤0.01% | 636 |
|