OneDigital Investment 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
Q1 | – | Sell |
-1,767
| Closed | -$293K | – | 1502 |
|
|
2024
Q4 | $293K | Buy |
1,767
+17
| +1% | +$2.82K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $275K | Hold |
1,750
| – | – | ﹤0.01% | 1198 |
|
|
2024
Q2 | $245K | Buy |
1,750
+89
| +5% | +$12.5K | ﹤0.01% | 1196 |
|
|
2024
Q1 | $233K | Buy |
+1,661
| New | +$233K | ﹤0.01% | 989 |
|
|
2017
Q4 | – | Sell |
-2,934
| Closed | -$234K | – | 1278 |
|
|
2017
Q3 | $234K | Buy |
+2,934
| New | +$234K | 0.09% | 135 |
|