WBH Advisory’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
$1.01M Sell
4,783
-1,549
-24% -$327K 0.09% 164
2025
Q1
$1.02M Buy
6,332
+1,790
+39% +$288K 0.09% 147
2024
Q4
$753K Sell
4,542
-125
-3% -$20.7K 0.07% 177
2024
Q3
$734K Sell
4,667
-5,299
-53% -$834K 0.07% 178
2024
Q2
$1.4M Buy
9,966
+225
+2% +$31.5K 0.14% 119
2024
Q1
$1.37M Sell
9,741
-85
-0.9% -$11.9K 0.14% 121
2023
Q4
$1.33M Buy
9,826
+7,173
+270% +$971K 0.15% 122
2023
Q3
$297K Sell
2,653
-38
-1% -$4.26K 0.04% 251
2023
Q2
$327K Buy
2,691
+15
+0.6% +$1.82K 0.04% 245
2023
Q1
$313K Buy
+2,676
New +$313K 0.04% 249
2022
Q3
$246K Buy
2,684
+475
+22% +$43.5K 0.04% 257
2022
Q2
$222K Buy
2,209
+393
+22% +$39.5K 0.03% 287
2022
Q1
$211K Buy
+1,816
New +$211K 0.03% 297