New England Private Wealth Advisors’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 | $501K | Hold |
2,290
| – | – | 0.07% | 110 |
|
2025
Q1 | $368K | Hold |
2,290
| – | – | 0.06% | 110 |
|
2024
Q4 | $380K | Sell |
2,290
-17
| -0.7% | -$2.82K | 0.06% | 108 |
|
2024
Q3 | $363K | Buy |
2,307
+18
| +0.8% | +$2.83K | 0.06% | 110 |
|
2024
Q2 | $320K | Hold |
2,289
| – | – | 0.06% | 111 |
|
2024
Q1 | $318K | Hold |
2,289
| – | – | 0.06% | 114 |
|
2023
Q4 | $310K | Sell |
2,289
-563
| -20% | -$76.2K | 0.06% | 109 |
|
2023
Q3 | $320K | Buy |
2,852
+546
| +24% | +$61.2K | 0.07% | 95 |
|
2023
Q2 | $280K | Hold |
2,306
| – | – | 0.06% | 96 |
|
2023
Q1 | $270K | Hold |
2,306
| – | – | 0.05% | 94 |
|
2022
Q4 | $254K | Hold |
2,306
| – | – | 0.05% | 94 |
|
2022
Q3 | $211K | Buy |
+2,306
| New | +$211K | 0.05% | 88 |
|