Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-469
| Closed | -$20K | – | 1128 |
|
|
2021
Q3 | $20K | Sell |
469
-132
| -22% | -$5.63K | 0.01% | 648 |
|
|
2021
Q2 | $26K | Buy |
601
+2
| +0.3% | +$87 | 0.01% | 457 |
|
|
2021
Q1 | $20K | Hold |
599
| – | – | 0.01% | 464 |
|
|
2020
Q4 | $20K | Sell |
599
-211
| -26% | -$7.05K | 0.01% | 461 |
|
|
2020
Q3 | $19K | Buy |
810
+1
| +0.1% | +$23 | 0.01% | 414 |
|
|
2020
Q2 | $17K | Buy |
809
+2
| +0.2% | +$42 | 0.01% | 408 |
|
|
2020
Q1 | $13K | Buy |
807
+2
| +0.2% | +$32 | 0.01% | 427 |
|
|
2019
Q4 | $24K | Buy |
805
+2
| +0.2% | +$60 | 0.02% | 390 |
|
|
2019
Q3 | $20K | Buy |
803
+1
| +0.1% | +$25 | 0.02% | 400 |
|
|
2019
Q2 | $23K | Buy |
802
+5
| +0.6% | +$143 | 0.02% | 392 |
|
|
2019
Q1 | $23K | Buy |
797
+2
| +0.3% | +$58 | 0.02% | 330 |
|
|
2018
Q4 | $20K | Buy |
+795
| New | +$20K | 0.01% | 331 |
|