J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.25M | Buy |
42,909
+400
| +0.9% | +$21K | 0.01% | 701 |
|
|
2023
Q2 | $2.16M | Sell |
42,509
-102,663
| -71% | -$5.22M | 0.01% | 538 |
|
|
2023
Q1 | $7.72M | Sell |
145,172
-4,123
| -3% | -$219K | 0.02% | 489 |
|
|
2022
Q4 | $7.44M | Sell |
149,295
-7,332
| -5% | -$365K | 0.02% | 488 |
|
|
2022
Q3 | $6.66M | Sell |
156,627
-22,606
| -13% | -$961K | 0.02% | 484 |
|
|
2022
Q2 | $7.78M | Buy |
179,233
+19,486
| +12% | +$846K | 0.02% | 469 |
|
|
2022
Q1 | $9.79M | Buy |
159,747
+50,439
| +46% | +$3.09M | 0.02% | 444 |
|
|
2021
Q4 | $4.9M | Buy |
109,308
+19,564
| +22% | +$876K | 0.01% | 613 |
|
|
2021
Q3 | $3.75M | Buy |
89,744
+17,985
| +25% | +$751K | 0.01% | 672 |
|
|
2021
Q2 | $3.09M | Buy |
+71,759
| New | +$3.09M | 0.01% | 719 |
|
|
2017
Q4 | – | Sell |
-17,121
| Closed | -$551K | – | 1327 |
|
|
2017
Q3 | $551K | Buy |
+17,121
| New | +$551K | ﹤0.01% | 806 |
|
|
2017
Q1 | – | Sell |
-12,561
| Closed | -$382K | – | 1374 |
|
|
2016
Q4 | $382K | Sell |
12,561
-262
| -2% | -$7.97K | ﹤0.01% | 905 |
|
|
2016
Q3 | $340K | Buy |
+12,823
| New | +$340K | ﹤0.01% | 934 |
|