Tidemark’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
$216K Sell
1,026
-6
-0.6% -$1.27K 0.07% 114
2025
Q1
$166K Hold
1,032
0.06% 130
2024
Q4
$171K Hold
1,032
0.07% 122
2024
Q3
$162K Sell
1,032
-28
-3% -$4.41K 0.07% 125
2024
Q2
$148K Sell
1,060
-284
-21% -$39.7K 0.07% 128
2024
Q1
$189K Sell
1,344
-3,332
-71% -$468K 0.11% 124
2023
Q4
$633K Buy
+4,676
New +$633K 0.4% 49