Sequoia Financial Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Buy |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $938K | Buy |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | $234K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $586K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $666K | Hold |
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|
2021
Q1 | $632K | Hold |
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|
2020
Q4 | $578K | Sell |
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|
2020
Q3 | $440K | Buy |
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|
2020
Q2 | $441K | Sell |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $566K | Buy |
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|
2019
Q3 | $554K | Buy |
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|
2019
Q2 | $443K | Buy |
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|
2019
Q1 | $391K | Buy |
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|
2018
Q4 | $257K | Buy |
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|
2018
Q3 | $273K | Buy |
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|
2018
Q2 | $238K | Buy |
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|
2018
Q1 | $237K | Buy |
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