FWA
FOCUS Wealth Advisors’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Buy |
76,970
+391
| +0.5% | +$26.3K | 2.69% | 13 |
|
|
2025
Q1 | $4.29M | Sell |
76,579
-1,925
| -2% | -$108K | 2.37% | 14 |
|
|
2024
Q4 | $4.46M | Sell |
78,504
-570
| -0.7% | -$32.3K | 2.36% | 14 |
|
|
2024
Q3 | $5.04M | Sell |
79,074
-1,158
| -1% | -$73.8K | 2.51% | 14 |
|
|
2024
Q2 | $4.76M | Buy |
80,232
+2,683
| +3% | +$159K | 2.44% | 13 |
|
|
2024
Q1 | $4.67M | Buy |
77,549
+8,185
| +12% | +$493K | 2.5% | 11 |
|
|
2023
Q4 | $4.15M | Sell |
69,364
-1,367
| -2% | -$81.8K | 2.63% | 10 |
|
|
2023
Q3 | $3.71M | Sell |
70,731
-323
| -0.5% | -$17K | 2.58% | 10 |
|
|
2023
Q2 | $3.61M | Sell |
71,054
-5,840
| -8% | -$297K | 2.44% | 11 |
|
|
2023
Q1 | $4.09M | Sell |
76,894
-1,174
| -2% | -$62.4K | 2.68% | 9 |
|
|
2022
Q4 | $3.89M | Sell |
78,068
-862
| -1% | -$42.9K | 2.69% | 10 |
|
|
2022
Q3 | $3.35M | Sell |
78,930
-227
| -0.3% | -$9.65K | 2.38% | 12 |
|
|
2022
Q2 | $3.44M | Sell |
79,157
-915
| -1% | -$39.7K | 2.35% | 10 |
|
|
2022
Q1 | $4.91M | Buy |
80,072
+2,280
| +3% | +$140K | 2.92% | 8 |
|
|
2021
Q4 | $3.48M | Buy |
77,792
+3,161
| +4% | +$142K | 2.08% | 10 |
|
|
2021
Q3 | $3.12M | Buy |
74,631
+3,379
| +5% | +$141K | 2.11% | 11 |
|
|
2021
Q2 | $3.07M | Buy |
+71,252
| New | +$3.07M | 2.14% | 9 |
|