Laurel Wealth Advisors (North Carolina)’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 | $50K | Buy |
3,361
+3,311
| +6,622% | +$49.3K | ﹤0.01% | 562 |
|
|
2025
Q1 | $2.8K | Hold |
50
| – | – | ﹤0.01% | 582 |
|
|
2024
Q4 | $2.84K | Hold |
50
| – | – | ﹤0.01% | 603 |
|
|
2024
Q3 | $3.19K | Hold |
50
| – | – | ﹤0.01% | 556 |
|
|
2024
Q2 | $2.97K | Hold |
50
| – | – | ﹤0.01% | 526 |
|
|
2024
Q1 | $3.01K | Hold |
50
| – | – | ﹤0.01% | 526 |
|
|
2023
Q4 | $2.99K | Hold |
50
| – | – | ﹤0.01% | 488 |
|
|
2023
Q3 | $2.63K | Hold |
50
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $2.54K | Hold |
50
| – | – | ﹤0.01% | 506 |
|
|
2023
Q1 | $2.66K | Hold |
50
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $2.49K | Hold |
50
| – | – | ﹤0.01% | 472 |
|
|
2022
Q3 | $2K | Sell |
50
-12,370
| -100% | -$495K | ﹤0.01% | 494 |
|
|
2022
Q2 | $539K | Buy |
12,420
+200
| +2% | +$8.68K | 0.13% | 109 |
|
|
2022
Q1 | $749K | Buy |
12,220
+12,170
| +24,340% | +$746K | 0.16% | 107 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 604 |
|
|
2021
Q3 | $2K | Sell |
50
-202
| -80% | -$8.08K | ﹤0.01% | 610 |
|
|
2021
Q2 | $11K | Hold |
252
| – | – | ﹤0.01% | 455 |
|
|
2021
Q1 | $10K | Buy |
252
+14
| +6% | +$556 | ﹤0.01% | 431 |
|
|
2020
Q4 | $8K | Hold |
238
| – | – | ﹤0.01% | 432 |
|
|
2020
Q3 | $6K | Buy |
238
+1
| +0.4% | +$25 | ﹤0.01% | 420 |
|
|
2020
Q2 | $5K | Hold |
237
| – | – | ﹤0.01% | 425 |
|
|
2020
Q1 | $4K | Buy |
237
+40
| +20% | +$675 | ﹤0.01% | 434 |
|
|
2019
Q4 | $6K | Buy |
197
+1
| +0.5% | +$30 | ﹤0.01% | 436 |
|
|
2019
Q3 | $5K | Hold |
196
| – | – | ﹤0.01% | 436 |
|
|
2019
Q2 | $6K | Hold |
196
| – | – | ﹤0.01% | 428 |
|
|
2019
Q1 | $6K | Hold |
196
| – | – | ﹤0.01% | 403 |
|
|
2018
Q4 | $5K | Buy |
+196
| New | +$5K | ﹤0.01% | 411 |
|