Lake Hills Wealth Management’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 | – | Sell |
-124,714
| Closed | -$6.98M | – | 69 |
|
2025
Q1 | $6.98M | Buy |
124,714
+72,146
| +137% | +$4.04M | 4.82% | 8 |
|
2024
Q4 | $2.98M | Buy |
52,568
+8,518
| +19% | +$483K | 2.04% | 20 |
|
2024
Q3 | $2.81M | Sell |
44,050
-2,099
| -5% | -$134K | 1.88% | 21 |
|
2024
Q2 | $2.74M | Buy |
46,149
+12,181
| +36% | +$723K | 1.97% | 19 |
|
2024
Q1 | $2.05M | Buy |
+33,968
| New | +$2.05M | 1.84% | 20 |
|
2023
Q4 | – | Sell |
-40,784
| Closed | -$2.14M | – | 44 |
|
2023
Q3 | $2.14M | Buy |
40,784
+6,164
| +18% | +$324K | 2.17% | 12 |
|
2023
Q2 | $1.76M | Buy |
+34,620
| New | +$1.76M | 1.92% | 20 |
|