Secure Asset Management’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,425
Closed -$400K 206
2023
Q1
$400K Buy
3,425
+1,366
+66% +$160K 0.13% 128
2022
Q4
$227K Buy
+2,059
New +$227K 0.08% 176
2021
Q4
Sell
-1,775
Closed -$212K 219
2021
Q3
$212K Sell
1,775
-268
-13% -$32K 0.1% 165
2021
Q2
$270K Buy
+2,043
New +$270K 0.14% 145