LifePlan Financial Group’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
Q3 | $333K | Sell |
3,808
-322
| -8% | -$28.2K | 0.14% | 97 |
|
|
2020
Q2 | $362K | Hold |
4,130
| – | – | 0.17% | 90 |
|
|
2020
Q1 | $314K | Sell |
4,130
-300
| -7% | -$22.8K | 0.17% | 94 |
|
|
2019
Q4 | $483K | Hold |
4,430
| – | – | 0.21% | 80 |
|
|
2019
Q3 | $473K | Hold |
4,430
| – | – | 0.22% | 77 |
|
|
2019
Q2 | $460K | Hold |
4,430
| – | – | 0.22% | 76 |
|
|
2019
Q1 | $407K | Buy |
4,430
+1,111
| +33% | +$102K | 0.22% | 77 |
|
|
2018
Q4 | $262K | Buy |
3,319
+1,117
| +51% | +$88.2K | 0.16% | 103 |
|
|
2018
Q3 | $219K | Buy |
2,202
+67
| +3% | +$6.66K | 0.12% | 118 |
|
|
2018
Q2 | $186K | Buy |
2,135
+1,568
| +277% | +$137K | 0.1% | 125 |
|
|
2018
Q1 | $49K | Buy |
+567
| New | +$49K | 0.03% | 227 |
|