Bourgeon Capital 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
Q1 | – | Sell |
-226
| Closed | -$13.5K | – | 397 |
|
|
2023
Q4 | $13.5K | Hold |
226
| – | – | ﹤0.01% | 232 |
|
|
2023
Q3 | $11.9K | Hold |
226
| – | – | ﹤0.01% | 230 |
|
|
2023
Q2 | $11.5K | Hold |
226
| – | – | ﹤0.01% | 242 |
|
|
2023
Q1 | $12K | Hold |
226
| – | – | ﹤0.01% | 225 |
|
|
2022
Q4 | $11.3K | Hold |
226
| – | – | ﹤0.01% | 233 |
|
|
2022
Q3 | $10K | Hold |
226
| – | – | ﹤0.01% | 221 |
|
|
2022
Q2 | $10K | Hold |
226
| – | – | ﹤0.01% | 221 |
|
|
2022
Q1 | $14K | Buy |
+226
| New | +$14K | ﹤0.01% | 217 |
|