Osborn Williams & Donohoe’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-9,400
| Closed | -$286K | – | 221 |
|
2016
Q4 | $286K | Sell |
9,400
-1,800
| -16% | -$54.8K | 0.05% | 186 |
|
2016
Q3 | $297K | Hold |
11,200
| – | – | 0.06% | 187 |
|
2016
Q2 | $273K | Hold |
11,200
| – | – | 0.05% | 182 |
|
2016
Q1 | $229K | Hold |
11,200
| – | – | 0.05% | 198 |
|
2015
Q4 | $167K | Buy |
+11,200
| New | +$167K | 0.03% | 202 |
|