WWA
WCG Wealth Advisors’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,086
| Closed | -$1.56M | – | 307 |
|
|
2024
Q1 | $1.56M | Sell |
11,086
-437
| -4% | -$61.4K | 0.13% | 144 |
|
|
2023
Q4 | $1.56M | Sell |
11,523
-2,321
| -17% | -$314K | 0.11% | 157 |
|
|
2023
Q3 | $1.55M | Buy |
13,844
+3,286
| +31% | +$368K | 0.11% | 153 |
|
|
2023
Q2 | $1.28M | Sell |
10,558
-120
| -1% | -$14.6K | 0.15% | 97 |
|
|
2023
Q1 | $1.25M | Buy |
+10,678
| New | +$1.25M | 0.16% | 98 |
|