Guardian Wealth Advisors (North Carolina)’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 | $21.1K | Hold |
100
| – | – | ﹤0.01% | 448 |
|
2025
Q1 | $16.1K | Hold |
100
| – | – | ﹤0.01% | 442 |
|
2024
Q4 | $16.6K | Hold |
100
| – | – | ﹤0.01% | 425 |
|
2024
Q3 | $15.7K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
2024
Q2 | $14K | Sell |
100
-29
| -22% | -$4.06K | ﹤0.01% | 356 |
|
2024
Q1 | $18.1K | Hold |
129
| – | – | ﹤0.01% | 366 |
|
2023
Q4 | $17.5K | Hold |
129
| – | – | ﹤0.01% | 359 |
|
2023
Q3 | $14.5K | Hold |
129
| – | – | ﹤0.01% | 345 |
|
2023
Q2 | $15.7K | Sell |
129
-35
| -21% | -$4.25K | ﹤0.01% | 328 |
|
2023
Q1 | $19.2K | Sell |
164
-120
| -42% | -$14K | ﹤0.01% | 315 |
|
2022
Q4 | $31.3K | Hold |
284
| – | – | 0.01% | 278 |
|
2022
Q3 | $26K | Buy |
284
+29
| +11% | +$2.66K | ﹤0.01% | 261 |
|
2022
Q2 | $26K | Hold |
255
| – | – | ﹤0.01% | 260 |
|
2022
Q1 | $32K | Sell |
255
-205
| -45% | -$25.7K | 0.01% | 199 |
|
2021
Q4 | $54K | Buy |
+460
| New | +$54K | 0.02% | 171 |
|