KMWM
Keudell/Morrison Wealth Management’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,316
| Closed | -$203K | – | 186 |
|
|
2022
Q1 | $203K | Buy |
+3,316
| New | +$203K | 0.08% | 172 |
|
|
2021
Q4 | – | Sell |
-116,821
| Closed | -$4.88M | – | 196 |
|
|
2021
Q3 | $4.88M | Sell |
116,821
-8,034
| -6% | -$335K | 2.09% | 6 |
|
|
2021
Q2 | $5.38M | Sell |
124,855
-5,194
| -4% | -$224K | 2.94% | 4 |
|
|
2021
Q1 | $5.19M | Sell |
130,049
-12,543
| -9% | -$501K | 3.01% | 3 |
|
|
2020
Q4 | $4.77M | Sell |
142,592
-15,654
| -10% | -$523K | 3.03% | 3 |
|
|
2020
Q3 | $3.68M | Buy |
+158,246
| New | +$3.68M | 2.36% | 5 |
|