Root Financial Partners’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 | $344K | Hold |
1,631
| – | – | 0.03% | 169 |
|
|
2025
Q1 | $262K | Buy |
1,631
+96
| +6% | +$15.4K | 0.03% | 171 |
|
|
2024
Q4 | $255K | Hold |
1,535
| – | – | 0.03% | 174 |
|
|
2024
Q3 | $242K | Hold |
1,535
| – | – | 0.04% | 137 |
|
|
2024
Q2 | $215K | Hold |
1,535
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $216K | Hold |
1,535
| – | – | 0.06% | 90 |
|
|
2023
Q4 | $208K | Buy |
+1,535
| New | +$208K | 0.08% | 75 |
|