Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-29
| Closed | -$3K | – | 433 |
|
|
2022
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 312 |
|
|
2022
Q2 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 332 |
|
|
2022
Q1 | – | Sell |
-29
| Closed | -$3K | – | 493 |
|
|
2021
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 394 |
|
|
2021
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 362 |
|
|
2021
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 354 |
|
|
2020
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 317 |
|
|
2020
Q2 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 313 |
|
|
2020
Q1 | – | Sell |
-496
| Closed | -$54K | – | 387 |
|
|
2019
Q4 | $54K | Hold |
496
| – | – | 0.03% | 109 |
|
|
2019
Q3 | $53K | Buy |
496
+2
| +0.4% | +$214 | 0.03% | 103 |
|
|
2019
Q2 | $51K | Buy |
494
+1
| +0.2% | +$103 | 0.03% | 109 |
|
|
2019
Q1 | $45K | Hold |
493
| – | – | 0.02% | 120 |
|
|
2018
Q4 | $39K | Buy |
493
+1
| +0.2% | +$79 | 0.02% | 113 |
|
|
2018
Q3 | $49K | Sell |
492
-25
| -5% | -$2.49K | 0.02% | 103 |
|
|
2018
Q2 | $45K | Buy |
517
+1
| +0.2% | +$87 | 0.02% | 119 |
|
|
2018
Q1 | $45K | Buy |
516
+28
| +6% | +$2.44K | 0.03% | 125 |
|
|
2017
Q4 | $41K | Buy |
+488
| New | +$41K | 0.02% | 114 |
|