Capstone Wealth Management Group (Pennsylvania)’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
-9,429
Closed -$409K 64
2022
Q2
$409K Sell
9,429
-65
-0.7% -$2.82K 0.49% 40
2022
Q1
$582K Sell
9,494
-3,190
-25% -$196K 0.58% 37
2021
Q4
$568K Buy
+12,684
New +$568K 0.46% 43