Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-23,890
| Closed | -$1.04M | – | 125 |
|
|
2022
Q2 | $1.04M | Sell |
23,890
-86,290
| -78% | -$3.75M | 0.34% | 43 |
|
|
2022
Q1 | $6.75M | Sell |
110,180
-73,169
| -40% | -$4.48M | 2.07% | 14 |
|
|
2021
Q4 | $8.21M | Buy |
183,349
+8,169
| +5% | +$366K | 2.49% | 13 |
|
|
2021
Q3 | $7.31M | Buy |
175,180
+26,358
| +18% | +$1.1M | 2.59% | 11 |
|
|
2021
Q2 | $6.41M | Buy |
148,822
+30,678
| +26% | +$1.32M | 2.37% | 13 |
|
|
2021
Q1 | $4.72M | Buy |
+118,144
| New | +$4.72M | 2.04% | 16 |
|