Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,221
| Closed | -$1.77M | – | 131 |
|
|
2024
Q3 | $1.77M | Sell |
11,221
-34,064
| -75% | -$5.36M | 0.54% | 47 |
|
|
2024
Q2 | $6.34M | Buy |
45,285
+2,332
| +5% | +$326K | 2.12% | 14 |
|
|
2024
Q1 | $6.04M | Buy |
42,953
+4,981
| +13% | +$700K | 2.17% | 11 |
|
|
2023
Q4 | $5.14M | Buy |
37,972
+3,946
| +12% | +$534K | 2.1% | 17 |
|
|
2023
Q3 | $3.81M | Buy |
34,026
+2,980
| +10% | +$334K | 1.83% | 21 |
|
|
2023
Q2 | $3.77M | Buy |
31,046
+7,608
| +32% | +$925K | 1.75% | 20 |
|
|
2023
Q1 | $2.74M | Buy |
23,438
+20,833
| +800% | +$2.44M | 1.43% | 22 |
|
|
2022
Q4 | $287K | Buy |
+2,605
| New | +$287K | 0.17% | 74 |
|