Avantax Advisory Services’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 | $227K | Buy |
+3,382
| New | +$227K | ﹤0.01% | 2118 |
|
|
2023
Q4 | – | Sell |
-7,900
| Closed | -$415K | – | 1683 |
|
|
2023
Q3 | $415K | Sell |
7,900
-29,816
| -79% | -$1.57M | ﹤0.01% | 1029 |
|
|
2023
Q2 | $1.92M | Sell |
37,716
-3,926
| -9% | -$200K | 0.02% | 469 |
|
|
2023
Q1 | $2.21M | Buy |
41,642
+2,266
| +6% | +$120K | 0.03% | 414 |
|
|
2022
Q4 | $1.96M | Buy |
39,376
+3,019
| +8% | +$150K | 0.03% | 432 |
|
|
2022
Q3 | $1.55M | Buy |
36,357
+4,811
| +15% | +$204K | 0.02% | 435 |
|
|
2022
Q2 | $1.37M | Buy |
31,546
+12,470
| +65% | +$541K | 0.02% | 469 |
|
|
2022
Q1 | $1.17M | Buy |
19,076
+3,851
| +25% | +$237K | 0.02% | 501 |
|
|
2021
Q4 | $682K | Sell |
15,225
-214
| -1% | -$9.59K | 0.01% | 652 |
|
|
2021
Q3 | $644K | Buy |
15,439
+664
| +4% | +$27.7K | 0.01% | 623 |
|
|
2021
Q2 | $635K | Buy |
14,775
+3,455
| +31% | +$148K | 0.01% | 615 |
|
|
2021
Q1 | $453K | Buy |
+11,320
| New | +$453K | 0.01% | 651 |
|