Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,018
| Closed | -$220K | – | 677 |
|
|
2019
Q4 | $220K | Buy |
2,018
+60
| +3% | +$6.54K | 0.05% | 405 |
|
|
2019
Q3 | $209K | Sell |
1,958
-1,309
| -40% | -$140K | 0.05% | 388 |
|
|
2019
Q2 | $340K | Buy |
3,267
+48
| +1% | +$5K | 0.08% | 326 |
|
|
2019
Q1 | $296K | Buy |
3,219
+291
| +10% | +$26.8K | 0.06% | 339 |
|
|
2018
Q4 | $231K | Buy |
+2,928
| New | +$231K | 0.09% | 227 |
|