Evernest Financial 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 | $229K | Sell |
3,408
-237
| -7% | -$15.9K | 0.07% | 156 |
|
|
2025
Q1 | $204K | Sell |
3,645
-2,096
| -37% | -$117K | 0.07% | 144 |
|
|
2024
Q4 | $326K | Buy |
5,741
+743
| +15% | +$42.2K | 0.08% | 129 |
|
|
2024
Q3 | $318K | Sell |
4,998
-96
| -2% | -$6.12K | 0.09% | 126 |
|
|
2024
Q2 | $302K | Sell |
5,094
-221
| -4% | -$13.1K | 0.14% | 105 |
|
|
2024
Q1 | $324K | Buy |
5,315
+375
| +8% | +$22.8K | 0.15% | 100 |
|
|
2023
Q4 | $296K | Buy |
+4,940
| New | +$296K | 0.15% | 108 |
|
|
2021
Q4 | $289K | Buy |
+5,150
| New | +$289K | 0.15% | 105 |
|