Heritage Oak Wealth Advisors’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
2025 Q2	$2.53M	Sell	37,711 -158	-0.4%	-$10.6K	0.98%	18
2025 Q1	$2.12M	Sell	37,869 -8,493	-18%	-$476K	0.93%	20
2024 Q4	$2.63M	Buy	+46,362	New	+$2.63M	1.24%	18
2024 Q3	–	Sell	-33,890	Closed	-$2.01M	–	214
2024 Q2	$2.01M	Buy	+33,890	New	+$2.01M	1.02%	20