HWA
Heartwood Wealth Advisors’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
25,766
+35
| +0.1% | +$2.35K | 0.18% | 51 |
|
|
2025
Q1 | $1.44M | Sell |
25,731
-700
| -3% | -$39.2K | 0.16% | 55 |
|
|
2024
Q4 | $1.5M | Hold |
26,431
| – | – | 0.17% | 46 |
|
|
2024
Q3 | $1.68M | Buy |
26,431
+1,271
| +5% | +$81K | 0.19% | 44 |
|
|
2024
Q2 | $1.49M | Buy |
25,160
+43
| +0.2% | +$2.55K | 0.18% | 45 |
|
|
2024
Q1 | $1.51M | Sell |
25,117
-580
| -2% | -$35K | 0.19% | 42 |
|
|
2023
Q4 | $1.54M | Hold |
25,697
| – | – | 0.2% | 40 |
|
|
2023
Q3 | $1.35M | Buy |
25,697
+333
| +1% | +$17.5K | 0.2% | 42 |
|
|
2023
Q2 | $1.29M | Buy |
25,364
+224
| +0.9% | +$11.4K | 0.18% | 43 |
|
|
2023
Q1 | $1.34M | Buy |
25,140
+582
| +2% | +$30.9K | 0.2% | 40 |
|
|
2022
Q4 | $1.22M | Sell |
24,558
-6,418
| -21% | -$320K | 0.19% | 41 |
|
|
2022
Q3 | $1.32M | Buy |
30,976
+933
| +3% | +$39.6K | 0.23% | 38 |
|
|
2022
Q2 | $1.3M | Buy |
30,043
+177
| +0.6% | +$7.68K | 0.21% | 38 |
|
|
2022
Q1 | $1.83M | Sell |
29,866
-446
| -1% | -$27.3K | 0.27% | 35 |
|
|
2021
Q4 | $1.36M | Buy |
30,312
+1,383
| +5% | +$61.9K | 0.2% | 38 |
|
|
2021
Q3 | $1.21M | Sell |
28,929
-32
| -0.1% | -$1.34K | 0.19% | 40 |
|
|
2021
Q2 | $1.25M | Buy |
28,961
+2,711
| +10% | +$117K | 0.19% | 40 |
|
|
2021
Q1 | $1.05M | Buy |
26,250
+10,905
| +71% | +$435K | 0.17% | 40 |
|
|
2020
Q4 | $513K | Hold |
15,345
| – | – | 0.08% | 53 |
|
|
2020
Q3 | $357K | Hold |
15,345
| – | – | 0.07% | 59 |
|
|
2020
Q2 | $325K | Sell |
15,345
-2,998
| -16% | -$63.5K | 0.06% | 57 |
|
|
2020
Q1 | $296K | Sell |
18,343
-167,136
| -90% | -$2.7M | 0.07% | 51 |
|
|
2019
Q4 | $5.43M | Buy |
+185,479
| New | +$5.43M | 1.04% | 24 |
|