MGB 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 | $537K | Buy |
7,991
+1,150
| +17% | +$77.3K | 0.18% | 118 |
|
|
2025
Q1 | $383K | Sell |
6,841
-1,099
| -14% | -$61.5K | 0.14% | 144 |
|
|
2024
Q4 | $451K | Hold |
7,940
| – | – | 0.14% | 126 |
|
|
2024
Q3 | $506K | Sell |
7,940
-2,079
| -21% | -$132K | 0.18% | 117 |
|
|
2024
Q2 | $637K | Hold |
10,019
| – | – | 0.24% | 93 |
|
|
2024
Q1 | $604K | Buy |
10,019
+835
| +9% | +$50.3K | 0.25% | 97 |
|
|
2023
Q4 | $549K | Buy |
+9,184
| New | +$549K | 0.28% | 101 |
|