J.P. Morgan Private Wealth Advisors’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.01M | Sell |
9,051
-500
| -5% | -$56.1K | ﹤0.01% | 965 |
|
2023
Q2 | $1.16M | Sell |
9,551
-860
| -8% | -$105K | 0.01% | 723 |
|
2023
Q1 | $1.22M | Sell |
10,411
-170
| -2% | -$19.9K | ﹤0.01% | 1081 |
|
2022
Q4 | $1.16M | Buy |
10,581
+713
| +7% | +$78.5K | ﹤0.01% | 1077 |
|
2022
Q3 | $905K | Sell |
9,868
-250
| -2% | -$22.9K | ﹤0.01% | 1189 |
|
2022
Q2 | $1.02M | Sell |
10,118
-188
| -2% | -$18.9K | ﹤0.01% | 1142 |
|
2022
Q1 | $1.29M | Sell |
10,306
-22,197
| -68% | -$2.77M | ﹤0.01% | 1092 |
|
2021
Q4 | $3.79M | Buy |
32,503
+22,282
| +218% | +$2.6M | 0.01% | 691 |
|
2021
Q3 | $1.22M | Buy |
10,221
+210
| +2% | +$25K | ﹤0.01% | 1119 |
|
2021
Q2 | $1.32M | Buy |
10,011
+85
| +0.9% | +$11.2K | ﹤0.01% | 1059 |
|
2021
Q1 | $1.25M | Sell |
9,926
-320
| -3% | -$40.2K | ﹤0.01% | 947 |
|
2020
Q4 | $1.18M | Sell |
10,246
-4,146
| -29% | -$476K | ﹤0.01% | 943 |
|
2020
Q3 | $1.26M | Sell |
14,392
-482
| -3% | -$42.1K | ﹤0.01% | 799 |
|
2020
Q2 | $1.3M | Sell |
14,874
-1,510
| -9% | -$132K | 0.01% | 716 |
|
2020
Q1 | $1.25M | Buy |
16,384
+1,009
| +7% | +$76.8K | 0.01% | 643 |
|
2019
Q4 | $1.68M | Buy |
15,375
+930
| +6% | +$101K | 0.01% | 648 |
|
2019
Q3 | $1.54M | Buy |
14,445
+920
| +7% | +$98.3K | 0.01% | 638 |
|
2019
Q2 | $1.41M | Buy |
13,525
+60
| +0.4% | +$6.24K | 0.01% | 665 |
|
2019
Q1 | $1.24M | Buy |
13,465
+1,270
| +10% | +$117K | 0.01% | 729 |
|
2018
Q4 | $962K | Hold |
12,195
| – | – | 0.01% | 759 |
|
2018
Q3 | $1.21M | Hold |
12,195
| – | – | 0.01% | 768 |
|
2018
Q2 | $1.06M | Buy |
12,195
+2,110
| +21% | +$184K | 0.01% | 753 |
|
2018
Q1 | $876K | Buy |
10,085
+100
| +1% | +$8.69K | 0.01% | 682 |
|
2017
Q4 | $834K | Sell |
9,985
-30
| -0.3% | -$2.51K | 0.01% | 716 |
|
2017
Q3 | $799K | Sell |
10,015
-6,850
| -41% | -$546K | 0.01% | 691 |
|
2017
Q2 | $1.19M | Buy |
16,865
+665
| +4% | +$46.8K | 0.01% | 573 |
|
2017
Q1 | $1.08M | Buy |
16,200
+6,815
| +73% | +$456K | 0.01% | 606 |
|
2016
Q4 | $595K | Buy |
9,385
+4,440
| +90% | +$281K | 0.01% | 745 |
|
2016
Q3 | $288K | Buy |
4,945
+700
| +16% | +$40.8K | ﹤0.01% | 1004 |
|
2016
Q2 | $237K | Buy |
+4,245
| New | +$237K | ﹤0.01% | 1078 |
|