Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
+2,911
| New | +$196K | ﹤0.01% | 399 |
|
|
2023
Q4 | – | Sell |
-3,436
| Closed | -$180K | – | 471 |
|
|
2023
Q3 | $180K | Buy |
3,436
+2,646
| +335% | +$139K | 0.01% | 358 |
|
|
2023
Q2 | $40.1K | Hold |
790
| – | – | ﹤0.01% | 324 |
|
|
2023
Q1 | $42K | Sell |
790
-205
| -21% | -$10.9K | ﹤0.01% | 300 |
|
|
2022
Q4 | $49.6K | Buy |
995
+525
| +112% | +$26.2K | ﹤0.01% | 305 |
|
|
2022
Q3 | $20K | Hold |
470
| – | – | ﹤0.01% | 284 |
|
|
2022
Q2 | $20K | Sell |
470
-4,616
| -91% | -$196K | ﹤0.01% | 299 |
|
|
2022
Q1 | $312K | Sell |
5,086
-25,308
| -83% | -$1.55M | 0.02% | 239 |
|
|
2021
Q4 | $1.36M | Sell |
30,394
-9,336
| -23% | -$418K | 0.08% | 115 |
|
|
2021
Q3 | $1.66M | Sell |
39,730
-1,660
| -4% | -$69.3K | 0.11% | 80 |
|
|
2021
Q2 | $1.78M | Buy |
41,390
+4,440
| +12% | +$191K | 0.11% | 78 |
|
|
2021
Q1 | $1.48M | Buy |
+36,950
| New | +$1.48M | 0.09% | 90 |
|