Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
11,359
+158
| +1% | +$33.3K | 0.03% | 460 |
|
|
2025
Q1 | $1.8M | Sell |
11,201
-9
| -0.1% | -$1.45K | 0.02% | 494 |
|
|
2024
Q4 | $1.86M | Buy |
11,210
+2,602
| +30% | +$431K | 0.03% | 399 |
|
|
2024
Q3 | $1.35M | Sell |
8,608
-134
| -2% | -$21.1K | 0.03% | 396 |
|
|
2024
Q2 | $1.22M | Sell |
8,742
-424
| -5% | -$59.4K | 0.02% | 406 |
|
|
2024
Q1 | $1.29M | Buy |
+9,166
| New | +$1.29M | 0.03% | 326 |
|