LWA
Lowe Wealth Advisors’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Hold |
150
| – | – | 0.01% | 166 |
|
|
2025
Q1 | $24.1K | Hold |
150
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $24.9K | Hold |
150
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $23.6K | Hold |
150
| – | – | 0.01% | 159 |
|
|
2024
Q2 | $21K | Hold |
150
| – | – | 0.01% | 166 |
|
|
2024
Q1 | $21.1K | Sell |
150
-290
| -66% | -$40.7K | 0.01% | 161 |
|
|
2023
Q4 | $59.6K | Sell |
440
-1,450
| -77% | -$196K | 0.03% | 101 |
|
|
2023
Q3 | $212K | Hold |
1,890
| – | – | 0.11% | 50 |
|
|
2023
Q2 | $230K | Sell |
1,890
-50
| -3% | -$6.08K | 0.12% | 49 |
|
|
2023
Q1 | $227K | Hold |
1,940
| – | – | 0.12% | 45 |
|
|
2022
Q4 | $213K | Hold |
1,940
| – | – | 0.12% | 47 |
|
|
2022
Q3 | $178K | Sell |
1,940
-50
| -3% | -$4.59K | 0.1% | 44 |
|
|
2022
Q2 | $200K | Sell |
1,990
-1,510
| -43% | -$152K | 0.11% | 45 |
|
|
2022
Q1 | $436K | Buy |
3,500
+360
| +11% | +$44.8K | 0.2% | 32 |
|
|
2021
Q4 | $366K | Buy |
3,140
+125
| +4% | +$14.6K | 0.16% | 33 |
|
|
2021
Q3 | $360K | Buy |
3,015
+365
| +14% | +$43.6K | 0.17% | 32 |
|
|
2021
Q2 | $351K | Buy |
2,650
+1,760
| +198% | +$233K | 0.17% | 33 |
|
|
2021
Q1 | $112K | Sell |
890
-5,800
| -87% | -$730K | 0.06% | 56 |
|
|
2020
Q4 | $768K | Buy |
6,690
+45
| +0.7% | +$5.17K | 0.39% | 22 |
|
|
2020
Q3 | $580K | Buy |
+6,645
| New | +$580K | 0.32% | 22 |
|