Shepherd 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 | $368K | Hold |
1,743
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $280K | Buy |
1,743
+365
| +26% | +$58.7K | 0.03% | 199 |
|
|
2024
Q4 | $229K | Hold |
1,378
| – | – | 0.03% | 205 |
|
|
2024
Q3 | $217K | Buy |
+1,378
| New | +$217K | 0.03% | 207 |
|
|
2021
Q3 | – | Sell |
-1,515
| Closed | -$200K | – | 155 |
|
|
2021
Q2 | $200K | Buy |
+1,515
| New | +$200K | 0.04% | 146 |
|