Foundations Investment Advisors’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,817
| Closed | -$760K | – | 871 |
|
|
2024
Q2 | $760K | Sell |
12,817
-1,226
| -9% | -$72.7K | 0.02% | 398 |
|
|
2024
Q1 | $847K | Buy |
+14,043
| New | +$847K | 0.02% | 352 |
|
|
2023
Q4 | – | Sell |
-9,030
| Closed | -$474K | – | 734 |
|
|
2023
Q3 | $474K | Buy |
9,030
+901
| +11% | +$47.3K | 0.01% | 395 |
|
|
2023
Q2 | $413K | Buy |
+8,129
| New | +$413K | 0.01% | 399 |
|