Baldwin Wealth Partners’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 |
-2,950
| Closed | -$188K | – | 1056 |
|
|
2024
Q3 | $188K | Hold |
2,950
| – | – | 0.01% | 337 |
|
|
2024
Q2 | $175K | Hold |
2,950
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $178K | Hold |
2,950
| – | – | 0.01% | 222 |
|
|
2023
Q4 | $176K | Hold |
2,950
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $155K | Hold |
2,950
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $150K | Hold |
2,950
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $157K | Hold |
2,950
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $147K | Hold |
2,950
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $125K | Hold |
2,950
| – | – | 0.02% | 217 |
|
|
2022
Q2 | $128K | Hold |
2,950
| – | – | 0.02% | 230 |
|
|
2022
Q1 | $181K | Buy |
+2,950
| New | +$181K | 0.02% | 217 |
|