Meridian Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,500
| Closed | -$233K | – | 53 |
|
|
2022
Q3 | $233K | Hold |
2,500
| – | – | 0.33% | 41 |
|
|
2022
Q2 | $262K | Hold |
2,500
| – | – | 0.18% | 77 |
|
|
2022
Q1 | $312K | Hold |
2,500
| – | – | 0.47% | 37 |
|
|
2021
Q4 | $288K | Hold |
2,500
| – | – | 0.19% | 69 |
|
|
2021
Q3 | $307K | Hold |
2,500
| – | – | 0.21% | 67 |
|
|
2021
Q2 | $314K | Hold |
2,500
| – | – | 0.21% | 67 |
|
|
2021
Q1 | $312K | Hold |
2,500
| – | – | 0.23% | 60 |
|
|
2020
Q4 | $302K | Hold |
2,500
| – | – | 0.23% | 58 |
|
|
2020
Q3 | $224K | Hold |
2,500
| – | – | 0.19% | 60 |
|
|
2020
Q2 | $210K | Buy |
+2,500
| New | +$210K | 0.19% | 59 |
|