Glass Jacobson Investment 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 | $62.5K | Buy |
296
+69
| +30% | +$14.6K | 0.02% | 272 |
|
|
2025
Q1 | $37.6K | Hold |
227
| – | – | 0.01% | 415 |
|
|
2024
Q4 | $37.6K | Sell |
227
-16
| -7% | -$2.65K | 0.01% | 415 |
|
|
2024
Q3 | $38.2K | Hold |
243
| – | – | 0.01% | 404 |
|
|
2024
Q2 | $34K | Buy |
243
+1
| +0.4% | +$140 | 0.01% | 402 |
|
|
2024
Q1 | $34.1K | Hold |
242
| – | – | 0.01% | 407 |
|
|
2023
Q4 | $32.8K | Buy |
242
+142
| +142% | +$19.2K | 0.01% | 383 |
|
|
2023
Q3 | $11.3K | Hold |
100
| – | – | 0.01% | 489 |
|
|
2023
Q2 | $12.2K | Buy |
+100
| New | +$12.2K | 0.01% | 482 |
|
|
2022
Q4 | $11K | Buy |
+100
| New | +$11K | 0.01% | 506 |
|