A detailed history of Optimum Investment Advisors transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Optimum Investment Advisors holds 1,006 shares of XAR stock, worth $141,705. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,006
Previous 1,006 -0.0%
Holding current value
$141,705
Previous $136,000 3.68%
% of portfolio
0.07%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024

BUY
$109.6 - $136.33 $103,024 - $128,150
940 Added 1424.24%
1,006 $136,000
Q3 2023

Oct 13, 2023

BUY
$110.08 - $125.09 $2,862 - $3,252
26 Added 65.0%
66 $7,000
Q1 2023

May 03, 2023

BUY
$109.92 - $121.62 $879 - $972
8 Added 25.0%
40 $4,000
Q2 2022

Jul 12, 2022

SELL
N/A
-5 Reduced 13.51%
32 $3,000
Q1 2022

Apr 08, 2022

SELL
N/A
-11 Reduced 22.92%
37 $5,000
Q1 2021

Apr 15, 2021

SELL
N/A
-71 Reduced 59.66%
48 $6,000
Q4 2020

Jan 21, 2021

SELL
N/A
-12 Reduced 9.16%
119 $14,000
Q3 2020

Oct 06, 2020

SELL
N/A
-282 Reduced 68.28%
131 $11,000
Q2 2020

Jul 16, 2020

BUY
N/A
413 New
413 $36,000

Others Institutions Holding XAR

About SPDR S&P AEROSPACE & DEFENSE E


  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
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