Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-38
| Closed | -$2K | – | 2274 |
|
|
2021
Q4 | $2K | Sell |
38
-501
| -93% | -$26.4K | ﹤0.01% | 1983 |
|
|
2021
Q3 | $22K | Buy |
539
+1
| +0.2% | +$41 | ﹤0.01% | 1181 |
|
|
2021
Q2 | $23K | Hold |
538
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q1 | $21K | Buy |
+538
| New | +$21K | ﹤0.01% | 1074 |
|
|
2019
Q2 | – | Sell |
-101
| Closed | -$3K | – | 1480 |
|
|
2019
Q1 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 975 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 810 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 831 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2018
Q1 | $3K | Sell |
100
-106
| -51% | -$3.18K | ﹤0.01% | 845 |
|
|
2017
Q4 | $8K | Buy |
206
+106
| +106% | +$4.12K | 0.01% | 634 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 809 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 799 |
|
|
2017
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 731 |
|