Joseph P. Lucia & Associates’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 | $277K | Hold |
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|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $581K | Hold |
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|
2021
Q3 | $595K | Hold |
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|
2021
Q2 | $660K | Hold |
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|
2021
Q1 | $626K | Hold |
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|
2020
Q4 | $572K | Sell |
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|
2020
Q3 | $447K | Sell |
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|
2020
Q2 | $457K | Hold |
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|
2020
Q1 | $397K | Hold |
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|
2019
Q4 | $569K | Buy |
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|
2019
Q3 | $522K | Buy |
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|
2019
Q2 | $465K | Sell |
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|
2019
Q1 | $295 | Buy |
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