Cornerstone 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,487
| Closed | -$279K | – | 551 |
|
2023
Q2 | $279K | Sell |
5,487
-1,045
| -16% | -$53.1K | 0.02% | 416 |
|
2023
Q1 | $347K | Buy |
+6,532
| New | +$347K | 0.03% | 350 |
|
2022
Q3 | $268K | Buy |
6,308
+83
| +1% | +$3.53K | 0.03% | 369 |
|
2022
Q2 | $270K | Sell |
6,225
-969
| -13% | -$42K | 0.03% | 370 |
|
2022
Q1 | $441K | Buy |
+7,194
| New | +$441K | 0.04% | 297 |
|
2019
Q2 | – | Sell |
-1,001
| Closed | -$563K | – | 512 |
|
2019
Q1 | $563K | Buy |
+1,001
| New | +$563K | 0.07% | 263 |
|
2018
Q4 | – | Sell |
-42,778
| Closed | -$1.33M | – | 1161 |
|
2018
Q3 | $1.33M | Sell |
42,778
-4,772
| -10% | -$148K | 0.02% | 634 |
|
2018
Q2 | $1.34M | Buy |
+47,550
| New | +$1.34M | 0.02% | 661 |
|