Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,400
| Closed | -$232K | – | 245 |
|
|
2020
Q1 | $232K | Buy |
14,400
+4,300
| +43% | +$69.3K | 0.1% | 162 |
|
|
2019
Q4 | $296K | Buy |
+10,100
| New | +$296K | 0.11% | 149 |
|
|
2019
Q3 | – | Sell |
-9,300
| Closed | -$264K | – | 278 |
|
|
2019
Q2 | $264K | Buy |
+9,300
| New | +$264K | 0.1% | 166 |
|
|
2014
Q3 | – | Sell |
-495
| Closed | -$21K | – | 817 |
|
|
2014
Q2 | $21K | Buy |
495
+1
| +0.2% | +$42 | 0.01% | 523 |
|
|
2014
Q1 | $21K | Sell |
494
-5,103
| -91% | -$217K | 0.01% | 493 |
|
|
2013
Q4 | $236K | Buy |
5,597
+66
| +1% | +$2.78K | 0.11% | 133 |
|
|
2013
Q3 | $203K | Buy |
5,531
+2
| +0% | +$73 | 0.1% | 119 |
|
|
2013
Q2 | $183K | Buy |
+5,529
| New | +$183K | 0.08% | 103 |
|