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