Patriot Financial Group Insurance Agency’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
Q2 | – | Sell |
-33
| Closed | -$4K | – | 2202 |
|
|
2022
Q1 | $4K | Sell |
33
-1,377
| -98% | -$167K | ﹤0.01% | 1725 |
|
|
2021
Q4 | $164K | Sell |
1,410
-325
| -19% | -$37.8K | 0.03% | 509 |
|
|
2021
Q3 | $207K | Hold |
1,735
| – | – | 0.04% | 444 |
|
|
2021
Q2 | $230K | Buy |
1,735
+300
| +21% | +$39.8K | 0.04% | 400 |
|
|
2021
Q1 | $180K | Hold |
1,435
| – | – | 0.04% | 414 |
|
|
2020
Q4 | $165K | Buy |
+1,435
| New | +$165K | 0.04% | 386 |
|