Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-75,795
| Closed | -$4.03M | – | 721 |
|
|
2023
Q1 | $4.03M | Buy |
75,795
+71,728
| +1,764% | +$3.81M | 0.26% | 106 |
|
|
2022
Q4 | $203K | Buy |
+4,067
| New | +$203K | 0.01% | 599 |
|
|
2022
Q2 | – | Sell |
-7,363
| Closed | -$451K | – | 743 |
|
|
2022
Q1 | $451K | Buy |
+7,363
| New | +$451K | 0.03% | 450 |
|
|
2021
Q3 | – | Sell |
-4,669
| Closed | -$201K | – | 604 |
|
|
2021
Q2 | $201K | Buy |
+4,669
| New | +$201K | 0.02% | 483 |
|