A detailed history of Western Wealth Management, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Western Wealth Management, LLC holds 1,878 shares of XAR stock, worth $264,666. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,878
Previous 1,981 5.2%
Holding current value
$264,666
Previous $268,000 1.87%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$127.46 - $141.87 $13,128 - $14,612
-103 Reduced 5.2%
1,878 $263,000
Q4 2023

Jan 31, 2024

BUY
$109.6 - $136.33 $7,124 - $8,861
65 Added 3.39%
1,981 $268,000
Q3 2023

Nov 07, 2023

BUY
$110.08 - $125.09 $110 - $125
1 Added 0.05%
1,916 $214,000
Q2 2023

Aug 30, 2023

SELL
$110.78 - $122.64 $3,655 - $4,047
-33 Reduced 1.69%
1,915 $232,000
Q1 2023

Aug 30, 2023

BUY
$109.92 - $121.62 $219 - $243
2 Added 0.1%
1,948 $227,000
Q4 2022

Feb 02, 2023

SELL
$104.59 - $113.09 $226,018 - $244,387
-2,161 Reduced 52.62%
1,946 $214,000
Q3 2022

Nov 04, 2022

BUY
N/A
579 Added 16.41%
4,107 $379,000
Q2 2022

Jul 18, 2022

SELL
N/A
-6,024 Reduced 63.07%
3,528 $352,000
Q1 2022

May 10, 2022

BUY
N/A
9,552 New
9,552 $1.19 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-1,582 Closed
0 $0
Q2 2021

Aug 09, 2021

BUY
N/A
1,582 New
1,582 $209,000
Q1 2021

May 14, 2021

SELL
N/A
-1,777 Closed
0 $0
Q4 2020

Feb 10, 2021

SELL
N/A
-1,315 Reduced 42.53%
1,777 $204,000
Q3 2020

Oct 27, 2020

SELL
N/A
-2 Reduced 0.06%
3,092 $270,000
Q2 2020

Jul 20, 2020

SELL
N/A
-6,637 Reduced 68.2%
3,094 $271,000
Q1 2020

Apr 27, 2020

SELL
N/A
-4,311 Reduced 30.7%
9,731 $740,000
Q4 2019

Feb 10, 2020

BUY
N/A
390 Added 2.86%
14,042 $1.53 Million
Q3 2019

Nov 08, 2019

SELL
N/A
-1,520 Reduced 10.02%
13,652 $1.46 Million
Q2 2019

Aug 06, 2019

BUY
N/A
8,410 Added 124.37%
15,172 $1.58 Million
Q1 2019

May 10, 2019

BUY
N/A
812 Added 13.65%
6,762 $621,000
Q4 2018

Feb 15, 2019

BUY
N/A
5,950 New
5,950 $471,000

Others Institutions Holding XAR

About SPDR S&P AEROSPACE & DEFENSE E


  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.