TruWealth Advisors’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
2021 Q2	–	Sell	-2,229	Closed	-$280K	–	121
2021 Q1	$280K	Sell	2,229 -736	-25%	-$92.5K	0.04%	88
2020 Q4	$340K	Buy	+2,965	New	+$340K	0.05%	80