Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34K | Sell |
210
-337
| -62% | -$54.6K | 0.03% | 240 |
|
|
2024
Q3 | $86K | Hold |
547
| – | – | 0.03% | 392 |
|
|
2024
Q2 | $76K | Sell |
547
-258
| -32% | -$35.8K | 0.02% | 402 |
|
|
2024
Q1 | $113K | Buy |
805
+1
| +0.1% | +$141 | 0.03% | 329 |
|
|
2023
Q4 | $108K | Sell |
804
-110
| -12% | -$14.8K | 0.04% | 322 |
|
|
2023
Q3 | $103K | Buy |
+914
| New | +$103K | 0.04% | 309 |
|
|
2023
Q1 | $107K | Buy |
+913
| New | +$107K | 0.04% | 292 |
|
|
2022
Q4 | – | Sell |
-1,183
| Closed | -$108K | – | 1178 |
|
|
2022
Q3 | $108K | Buy |
+1,183
| New | +$108K | 0.04% | 255 |
|
|
2022
Q2 | – | Sell |
-1,884
| Closed | -$235K | – | 210 |
|
|
2022
Q1 | $235K | Buy |
1,884
+141
| +8% | +$17.6K | 0.09% | 180 |
|
|
2021
Q4 | $203K | Buy |
+1,743
| New | +$203K | 0.08% | 190 |
|