PFA
Paradigm Financial Advisors’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $2.66M | Buy |
22,799
+1,088
| +5% | +$127K | 0.59% | 45 |
|
2021
Q3 | $2.59M | Sell |
21,711
-220
| -1% | -$26.2K | 0.6% | 44 |
|
2021
Q2 | $2.9M | Sell |
21,931
-328
| -1% | -$43.4K | 0.65% | 44 |
|
2021
Q1 | $2.8M | Buy |
22,259
+2,543
| +13% | +$319K | 0.68% | 41 |
|
2020
Q4 | $2.26M | Sell |
19,716
-10,052
| -34% | -$1.15M | 0.61% | 43 |
|
2020
Q3 | $2.6M | Sell |
29,768
-15,585
| -34% | -$1.36M | 0.74% | 37 |
|
2020
Q2 | $3.98M | Buy |
45,353
+288
| +0.6% | +$25.3K | 1.26% | 27 |
|
2020
Q1 | $3.43M | Buy |
45,065
+4,131
| +10% | +$314K | 1.27% | 27 |
|
2019
Q4 | $4.47M | Buy |
40,934
+2,985
| +8% | +$326K | 1.53% | 16 |
|
2019
Q3 | $4.05M | Sell |
37,949
-330
| -0.9% | -$35.3K | 1.58% | 18 |
|
2019
Q2 | $3.98M | Sell |
38,279
-205
| -0.5% | -$21.3K | 1.46% | 22 |
|
2019
Q1 | $3.53M | Buy |
38,484
+536
| +1% | +$49.2K | 1.34% | 24 |
|
2018
Q4 | $3M | Sell |
37,948
-279
| -0.7% | -$22K | 1.34% | 23 |
|
2018
Q3 | $3.81M | Buy |
38,227
+687
| +2% | +$68.4K | 1.49% | 22 |
|
2018
Q2 | $3.27M | Sell |
37,540
-838
| -2% | -$73K | 1.39% | 26 |
|
2018
Q1 | $3.33M | Buy |
38,378
+1,372
| +4% | +$119K | 1.45% | 22 |
|
2017
Q4 | $3.09M | Buy |
37,006
+1,115
| +3% | +$93.2K | 1.4% | 25 |
|
2017
Q3 | $2.86M | Buy |
35,891
+1,176
| +3% | +$93.8K | 1.38% | 26 |
|
2017
Q2 | $2.44M | Buy |
34,715
+385
| +1% | +$27.1K | 1.24% | 27 |
|
2017
Q1 | $2.29M | Buy |
34,330
+3,012
| +10% | +$201K | 1.18% | 28 |
|
2016
Q4 | $1.98M | Buy |
+31,318
| New | +$1.98M | 1.08% | 31 |
|