SWM
Stapp Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,948
| Closed | -$986K | – | 31 |
|
|
2024
Q4 | $986K | Buy |
5,948
+191
| +3% | +$31.7K | 1.54% | 13 |
|
|
2024
Q3 | $906K | Sell |
5,757
-15
| -0.3% | -$2.36K | 1.46% | 13 |
|
|
2024
Q2 | $808K | Buy |
5,772
+236
| +4% | +$33K | 1.4% | 13 |
|
|
2024
Q1 | $778K | Buy |
5,536
+613
| +12% | +$86.1K | 1.36% | 13 |
|
|
2023
Q4 | $667K | Sell |
4,923
-561
| -10% | -$76K | 1.12% | 15 |
|
|
2023
Q3 | $615K | Sell |
5,484
-12
| -0.2% | -$1.35K | 1.18% | 14 |
|
|
2023
Q2 | $668K | Buy |
5,496
+35
| +0.6% | +$4.25K | 1.32% | 14 |
|
|
2023
Q1 | $638K | Buy |
5,461
+259
| +5% | +$30.3K | 0.88% | 14 |
|
|
2022
Q4 | $572K | Buy |
5,202
+616
| +13% | +$67.7K | 1.37% | 13 |
|
|
2022
Q3 | $420K | Buy |
+4,586
| New | +$420K | 1.22% | 13 |
|