Kingswood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
1,954
+113
| +6% | +$23.8K | 0.03% | 467 |
|
|
2025
Q1 | $296K | Sell |
1,841
-151
| -8% | -$24.3K | 0.03% | 551 |
|
|
2024
Q4 | $330K | Buy |
1,992
+221
| +12% | +$36.6K | 0.02% | 575 |
|
|
2024
Q3 | $279K | Sell |
1,771
-445
| -20% | -$70K | 0.02% | 594 |
|
|
2024
Q2 | $310K | Sell |
2,216
-901
| -29% | -$126K | 0.03% | 509 |
|
|
2024
Q1 | $438K | Buy |
3,117
+1,406
| +82% | +$198K | 0.05% | 383 |
|
|
2023
Q4 | $232K | Buy |
+1,711
| New | +$232K | 0.03% | 541 |
|