Strategic Wealth 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 | $21.2K | Buy |
+101
| New | +$21.2K | ﹤0.01% | 636 |
|
|
2024
Q2 | – | Sell |
-44,463
| Closed | -$6.25M | – | 309 |
|
|
2024
Q1 | $6.25M | Sell |
44,463
-4,263
| -9% | -$599K | 0.69% | 50 |
|
|
2023
Q4 | $6.6M | Buy |
+48,726
| New | +$6.6M | 0.81% | 30 |
|
|
2019
Q1 | – | Sell |
-325
| Closed | -$28K | – | 822 |
|
|
2018
Q4 | $28K | Hold |
325
| – | – | 0.01% | 291 |
|
|
2018
Q3 | $32K | Sell |
325
-33
| -9% | -$3.25K | 0.02% | 274 |
|
|
2018
Q2 | $31K | Hold |
358
| – | – | 0.02% | 315 |
|
|
2018
Q1 | $31K | Buy |
+358
| New | +$31K | 0.02% | 298 |
|