Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,759
| Closed | -$105K | – | 947 |
|
|
2023
Q4 | $105K | Sell |
1,759
-17
| -1% | -$1.02K | 0.02% | 193 |
|
|
2023
Q3 | $93.2K | Buy |
1,776
+6
| +0.3% | +$315 | 0.02% | 205 |
|
|
2023
Q2 | $90K | Buy |
1,770
+6
| +0.3% | +$305 | 0.02% | 218 |
|
|
2023
Q1 | $93.8K | Buy |
1,764
+6
| +0.3% | +$319 | 0.02% | 209 |
|
|
2022
Q4 | $87.6K | Buy |
1,758
+12
| +0.7% | +$598 | 0.02% | 214 |
|
|
2022
Q3 | $74K | Buy |
+1,746
| New | +$74K | 0.02% | 215 |
|