BFA
BBJS Financial Advisors’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.39M | Sell |
131,660
-43,042
| -25% | -$2.74M | 2.99% | 10 |
|
|
2024
Q2 | $10.4M | Buy |
174,702
+46,735
| +37% | +$2.77M | 3.86% | 9 |
|
|
2024
Q1 | $7.71M | Buy |
127,967
+63,764
| +99% | +$3.84M | 2.75% | 10 |
|
|
2023
Q4 | $3.84M | Buy |
64,203
+2,675
| +4% | +$160K | 1.33% | 20 |
|
|
2023
Q3 | $3.23M | Buy |
61,528
+590
| +1% | +$31K | 1.22% | 23 |
|
|
2023
Q2 | $3.1M | Buy |
60,938
+180
| +0.3% | +$9.15K | 1.24% | 21 |
|
|
2023
Q1 | $3.23M | Sell |
60,758
-61,774
| -50% | -$3.28M | 1.32% | 20 |
|
|
2022
Q4 | $6.1M | Buy |
+122,532
| New | +$6.1M | 2.75% | 13 |
|