Legend Financial Advisors’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 | $8.28M | Sell |
123,205
-2,240
| -2% | -$151K | 5.5% | 7 |
|
|
2025
Q1 | $7.02M | Buy |
125,445
+1,039
| +0.8% | +$58.2K | 5.16% | 10 |
|
|
2024
Q4 | $7.06M | Buy |
124,406
+1,140
| +0.9% | +$64.7K | 4.98% | 10 |
|
|
2024
Q3 | $7.85M | Buy |
123,266
+7,462
| +6% | +$475K | 5.42% | 9 |
|
|
2024
Q2 | $6.87M | Sell |
115,804
-361
| -0.3% | -$21.4K | 4.88% | 9 |
|
|
2024
Q1 | $7M | Buy |
116,165
+2,049
| +2% | +$124K | 5.07% | 10 |
|
|
2023
Q4 | $6.83M | Buy |
114,116
+711
| +0.6% | +$42.5K | 5.49% | 9 |
|
|
2023
Q3 | $5.95M | Buy |
113,405
+103
| +0.1% | +$5.41K | 5.08% | 9 |
|
|
2023
Q2 | $5.76M | Buy |
113,302
+6,714
| +6% | +$341K | 4.81% | 10 |
|
|
2023
Q1 | $5.67M | Buy |
106,588
+2,431
| +2% | +$129K | 4.76% | 10 |
|
|
2022
Q4 | $5.19M | Sell |
104,157
-206
| -0.2% | -$10.3K | 4.53% | 10 |
|
|
2022
Q3 | $4.43M | Sell |
104,363
-2,349
| -2% | -$99.8K | 4.17% | 13 |
|
|
2022
Q2 | $4.63M | Sell |
106,712
-36,354
| -25% | -$1.58M | 4.79% | 13 |
|
|
2022
Q1 | $5.97M | Buy |
143,066
+10,652
| +8% | +$445K | 3.79% | 9 |
|
|
2021
Q4 | $5.93M | Sell |
132,414
-10,652
| -7% | -$477K | 4.14% | 9 |
|
|
2021
Q3 | $5.97M | Buy |
143,066
+12,896
| +10% | +$538K | 3.79% | 9 |
|
|
2021
Q2 | $5.61M | Buy |
+130,170
| New | +$5.61M | 3.61% | 9 |
|