Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-40
| Closed | -$1K | – | 3011 |
|
|
2021
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 2728 |
|
|
2021
Q3 | $1K | Sell |
40
-167
| -81% | -$4.18K | ﹤0.01% | 2797 |
|
|
2021
Q2 | $8K | Hold |
207
| – | – | ﹤0.01% | 2308 |
|
|
2021
Q1 | $8K | Hold |
207
| – | – | ﹤0.01% | 2504 |
|
|
2020
Q4 | $8K | Buy |
+207
| New | +$8K | ﹤0.01% | 2330 |
|
|
2018
Q3 | – | Sell |
-450
| Closed | -$15K | – | 2459 |
|
|
2018
Q2 | $15K | Hold |
450
| – | – | ﹤0.01% | 1576 |
|
|
2018
Q1 | $15K | Sell |
450
-350
| -44% | -$11.7K | ﹤0.01% | 1516 |
|
|
2017
Q4 | $29K | Buy |
+800
| New | +$29K | ﹤0.01% | 1254 |
|
|
2017
Q1 | – | Sell |
-35
| Closed | -$1K | – | 2151 |
|
|
2016
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 2012 |
|