ICA Group Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-217
| Closed | -$30.5K | – | 1346 |
|
2024
Q1 | $30.5K | Sell |
217
-178
| -45% | -$25K | 0.01% | 658 |
|
2023
Q4 | $53.5K | Buy |
+395
| New | +$53.5K | 0.01% | 502 |
|
2023
Q3 | – | Sell |
-290
| Closed | -$35.2K | – | 1252 |
|
2023
Q2 | $35.2K | Sell |
290
-235
| -45% | -$28.6K | 0.01% | 573 |
|
2023
Q1 | $61.4K | Sell |
525
-216
| -29% | -$25.3K | 0.01% | 436 |
|
2022
Q4 | $81.5K | Buy |
+741
| New | +$81.5K | 0.02% | 408 |
|