WFG 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $98K | Buy |
1,397
+492
| +54% | +$34.5K | 0.02% | 532 |
|
2017
Q1 | $60K | Buy |
905
+695
| +331% | +$46.1K | 0.02% | 618 |
|
2016
Q4 | $13K | Buy |
210
+140
| +200% | +$8.67K | ﹤0.01% | 1046 |
|
2016
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 1315 |
|
2016
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 1289 |
|
2016
Q1 | $4K | Buy |
70
+20
| +40% | +$1.14K | ﹤0.01% | 1247 |
|
2015
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1318 |
|