Mosaic Family Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-660
| Closed | -$20K | – | 616 |
|
2019
Q1 | $20K | Hold |
660
| – | – | 0.01% | 437 |
|
2018
Q4 | $17K | Hold |
660
| – | – | 0.01% | 440 |
|
2018
Q3 | $20K | Hold |
660
| – | – | 0.01% | 438 |
|
2018
Q2 | $23K | Hold |
660
| – | – | 0.01% | 446 |
|
2018
Q1 | $22K | Hold |
660
| – | – | 0.01% | 421 |
|
2017
Q4 | $24K | Hold |
660
| – | – | 0.01% | 422 |
|
2017
Q3 | $21K | Hold |
660
| – | – | 0.01% | 456 |
|
2017
Q2 | $20K | Hold |
660
| – | – | 0.01% | 425 |
|
2017
Q1 | $20K | Hold |
660
| – | – | 0.01% | 429 |
|
2016
Q4 | $20K | Hold |
660
| – | – | 0.01% | 433 |
|
2016
Q3 | $18K | Hold |
660
| – | – | 0.01% | 455 |
|
2016
Q2 | $17K | Hold |
660
| – | – | 0.01% | 468 |
|
2016
Q1 | $13K | Hold |
660
| – | – | 0.01% | 494 |
|
2015
Q4 | $9K | Buy |
+660
| New | +$9K | ﹤0.01% | 542 |
|