EWM
Evermay Wealth Management’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-400
| Closed | -$24.1K | – | 633 |
|
|
2024
Q1 | $24.1K | Hold |
400
| – | – | ﹤0.01% | 404 |
|
|
2023
Q4 | $23.9K | Hold |
400
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $21K | Hold |
400
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $20.3K | Hold |
400
| – | – | ﹤0.01% | 377 |
|
|
2023
Q1 | $21.3K | Hold |
400
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $19.9K | Hold |
400
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 357 |
|
|
2022
Q2 | $17K | Buy |
+400
| New | +$17K | ﹤0.01% | 355 |
|