KWB Wealth’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
2023
Q2
Sell
-4,604
Closed -$229K 139
2023
Q1
$229K Hold
4,604
0.04% 109
2022
Q4
$229K Buy
+4,604
New +$229K 0.04% 103