Avitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,468
| Closed | -$221K | – | 204 |
|
|
2024
Q3 | $221K | Sell |
3,468
-59
| -2% | -$3.76K | 0.03% | 195 |
|
|
2024
Q2 | $209K | Buy |
3,527
+9
| +0.3% | +$534 | 0.03% | 203 |
|
|
2024
Q1 | $212K | Sell |
3,518
-36
| -1% | -$2.17K | 0.03% | 203 |
|
|
2023
Q4 | $213K | Buy |
+3,554
| New | +$213K | 0.04% | 195 |
|
|
2022
Q2 | – | Sell |
-4,851
| Closed | -$297K | – | 233 |
|
|
2022
Q1 | $297K | Sell |
4,851
-1,636
| -25% | -$100K | 0.05% | 180 |
|
|
2021
Q4 | $290K | Sell |
6,487
-53
| -0.8% | -$2.37K | 0.05% | 172 |
|
|
2021
Q3 | $273K | Sell |
6,540
-22
| -0.3% | -$918 | 0.05% | 186 |
|
|
2021
Q2 | $283K | Buy |
6,562
+109
| +2% | +$4.7K | 0.05% | 193 |
|
|
2021
Q1 | $258K | Buy |
+6,453
| New | +$258K | 0.05% | 204 |
|