Fermata 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 | $681K | Sell |
10,126
-1,392
| -12% | -$93.6K | 0.18% | 113 |
|
|
2025
Q1 | $645K | Sell |
11,518
-490
| -4% | -$27.4K | 0.12% | 131 |
|
|
2024
Q4 | $681K | Buy |
12,008
+465
| +4% | +$26.4K | 0.13% | 118 |
|
|
2024
Q3 | $736K | Sell |
11,543
-487
| -4% | -$31K | 0.15% | 98 |
|
|
2024
Q2 | $714K | Buy |
12,030
+5,090
| +73% | +$302K | 0.16% | 95 |
|
|
2024
Q1 | $418K | Buy |
+6,940
| New | +$418K | 0.09% | 120 |
|