Independent Solutions Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $205K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $292K | Hold |
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|
2021
Q3 | $299K | Sell |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $312K | Sell |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $247K | Hold |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $313K | Buy |
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