Allworth Financial’s SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
3,315
| – | – | ﹤0.01% | 1126 |
|
|
2025
Q1 | $190K | Hold |
3,315
| – | – | ﹤0.01% | 964 |
|
|
2024
Q4 | $200K | Hold |
3,315
| – | – | ﹤0.01% | 944 |
|
|
2024
Q3 | $211K | Hold |
3,315
| – | – | ﹤0.01% | 807 |
|
|
2024
Q2 | $206K | Hold |
3,315
| – | – | ﹤0.01% | 806 |
|
|
2024
Q1 | $200K | Sell |
3,315
-1,090
| -25% | -$65.7K | ﹤0.01% | 783 |
|
|
2023
Q4 | $264K | Buy |
4,405
+970
| +28% | +$58K | ﹤0.01% | 661 |
|
|
2023
Q3 | $180K | Buy |
3,435
+20
| +0.6% | +$1.05K | ﹤0.01% | 713 |
|
|
2023
Q2 | $174K | Hold |
3,415
| – | – | ﹤0.01% | 739 |
|
|
2023
Q1 | $182K | Hold |
3,415
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $170K | Hold |
3,415
| – | – | ﹤0.01% | 671 |
|
|
2022
Q3 | $145K | Buy |
3,415
+100
| +3% | +$4.25K | ﹤0.01% | 667 |
|
|
2022
Q2 | $144K | Buy |
+3,315
| New | +$144K | ﹤0.01% | 631 |
|