Tyler-Stone Wealth Management’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 | $249K | Buy |
+1,180
| New | +$249K | 0.04% | 295 |
|
2024
Q3 | – | Sell |
-359
| Closed | -$50.3K | – | 900 |
|
2024
Q2 | $50.3K | Sell |
359
-204
| -36% | -$28.6K | 0.02% | 362 |
|
2024
Q1 | $79.2K | Hold |
563
| – | – | 0.04% | 303 |
|
2023
Q4 | $76.2K | Buy |
563
+2
| +0.4% | +$271 | 0.04% | 299 |
|
2023
Q3 | $63K | Hold |
561
| – | – | 0.04% | 312 |
|
2023
Q2 | $68K | Buy |
+561
| New | +$68K | 0.04% | 302 |
|
2022
Q4 | $62K | Hold |
559
| – | – | 0.04% | 286 |
|
2022
Q3 | $51K | Buy |
559
+1
| +0.2% | +$91 | 0.04% | 299 |
|
2022
Q2 | $56K | Buy |
558
+1
| +0.2% | +$100 | 0.04% | 302 |
|
2022
Q1 | $69K | Hold |
557
| – | – | 0.04% | 299 |
|
2021
Q4 | $65K | Buy |
+557
| New | +$65K | 0.03% | 324 |
|