LWP
Legacy Wealth Planning’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $536K | Hold |
5,845
| – | – | 0.89% | 28 |
|
|
2022
Q2 | $588K | Sell |
5,845
-600
| -9% | -$60.4K | 0.84% | 30 |
|
|
2022
Q1 | $804K | Hold |
6,445
| – | – | 0.95% | 26 |
|
|
2021
Q4 | $751K | Hold |
6,445
| – | – | 0.86% | 27 |
|
|
2021
Q3 | $769K | Hold |
6,445
| – | – | 0.86% | 28 |
|
|
2021
Q2 | $853K | Hold |
6,445
| – | – | 0.97% | 27 |
|
|
2021
Q1 | $809K | Hold |
6,445
| – | – | 1.03% | 26 |
|
|
2020
Q4 | $739K | Hold |
6,445
| – | – | 0.95% | 25 |
|
|
2020
Q3 | $563K | Hold |
6,445
| – | – | 0.64% | 31 |
|
|
2020
Q2 | $565K | Hold |
6,445
| – | – | 0.67% | 31 |
|
|
2020
Q1 | $490K | Buy |
6,445
+400
| +7% | +$30.4K | 0.78% | 30 |
|
|
2019
Q4 | $660K | Buy |
+6,045
| New | +$660K | 0.75% | 33 |
|