Edge 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-5,000
| Closed | -$106K | – | 631 |
|
2020
Q2 | $106K | Buy |
+5,000
| New | +$106K | 0.02% | 192 |
|
2020
Q1 | – | Sell |
-695
| Closed | -$20K | – | 682 |
|
2019
Q4 | $20K | Hold |
695
| – | – | ﹤0.01% | 339 |
|
2019
Q3 | $17K | Hold |
695
| – | – | ﹤0.01% | 344 |
|
2019
Q2 | $20K | Hold |
695
| – | – | ﹤0.01% | 340 |
|
2019
Q1 | $21K | Hold |
695
| – | – | 0.01% | 325 |
|
2018
Q4 | $18K | Hold |
695
| – | – | 0.01% | 339 |
|
2018
Q3 | $24K | Hold |
695
| – | – | 0.01% | 346 |
|
2018
Q2 | $25K | Hold |
695
| – | – | 0.01% | 332 |
|
2018
Q1 | $24K | Hold |
695
| – | – | 0.01% | 296 |
|
2017
Q4 | $25K | Hold |
695
| – | – | 0.01% | 293 |
|
2017
Q3 | $22K | Hold |
695
| – | – | 0.01% | 301 |
|
2017
Q2 | $21K | Hold |
695
| – | – | 0.01% | 295 |
|
2017
Q1 | $21K | Hold |
695
| – | – | 0.01% | 280 |
|
2016
Q4 | $21K | Sell |
695
-700
| -50% | -$21.2K | 0.01% | 272 |
|
2016
Q3 | $37K | Buy |
+1,395
| New | +$37K | 0.02% | 203 |
|