MWPCG
Measured Wealth Private Client Group’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,587
| Closed | -$373K | – | 206 |
|
|
2019
Q2 | $373K | Buy |
3,587
+186
| +5% | +$19.3K | 0.22% | 98 |
|
|
2019
Q1 | $312K | Buy |
3,401
+103
| +3% | +$9.45K | 0.19% | 121 |
|
|
2018
Q4 | $260K | Buy |
3,298
+179
| +6% | +$14.1K | 0.24% | 71 |
|
|
2018
Q3 | $310K | Buy |
3,119
+215
| +7% | +$21.4K | 0.19% | 106 |
|
|
2018
Q2 | $253K | Buy |
+2,904
| New | +$253K | 0.21% | 120 |
|