McKinley Carter Wealth Services’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 | $569K | Hold |
2,699
| – | – | 0.03% | 200 |
|
|
2025
Q1 | $434K | Hold |
2,699
| – | – | 0.03% | 219 |
|
|
2024
Q4 | $448K | Hold |
2,699
| – | – | 0.03% | 210 |
|
|
2024
Q3 | $425K | Hold |
2,699
| – | – | 0.03% | 221 |
|
|
2024
Q2 | $378K | Hold |
2,699
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $379K | Hold |
2,699
| – | – | 0.03% | 233 |
|
|
2023
Q4 | $365K | Buy |
2,699
+481
| +22% | +$65.1K | 0.03% | 232 |
|
|
2023
Q3 | $249K | Buy |
+2,218
| New | +$249K | 0.02% | 263 |
|
|
2022
Q2 | – | Sell |
-2,837
| Closed | -$354K | – | 307 |
|
|
2022
Q1 | $354K | Hold |
2,837
| – | – | 0.03% | 230 |
|
|
2021
Q4 | $330K | Sell |
2,837
-260
| -8% | -$30.2K | 0.02% | 231 |
|
|
2021
Q3 | $369K | Sell |
3,097
-579
| -16% | -$69K | 0.03% | 216 |
|
|
2021
Q2 | $486K | Hold |
3,676
| – | – | 0.04% | 189 |
|
|
2021
Q1 | $462K | Hold |
3,676
| – | – | 0.04% | 193 |
|
|
2020
Q4 | $422K | Buy |
+3,676
| New | +$422K | 0.06% | 178 |
|