Heartwood Wealth Advisors’s SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Sell |
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|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.5M | Hold |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.54M | Hold |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $513K | Hold |
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|
2020
Q3 | $357K | Hold |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $5.43M | Buy |
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