MGB Wealth Management’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 | $1.98M | Sell |
9,399
-122
| -1% | -$25.7K | 0.65% | 32 |
|
|
2025
Q1 | $1.53M | Hold |
9,521
| – | – | 0.55% | 41 |
|
|
2024
Q4 | $1.58M | Sell |
9,521
-50
| -0.5% | -$8.29K | 0.49% | 39 |
|
|
2024
Q3 | $1.51M | Sell |
9,571
-1,110
| -10% | -$175K | 0.55% | 43 |
|
|
2024
Q2 | $1.53M | Sell |
10,681
-30
| -0.3% | -$4.31K | 0.57% | 43 |
|
|
2024
Q1 | $1.5M | Hold |
10,711
| – | – | 0.61% | 42 |
|
|
2023
Q4 | $1.45M | Buy |
+10,711
| New | +$1.45M | 0.73% | 37 |
|