PCG Wealth Advisors’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
2023
Q2
Sell
-16,456
Closed -$875K 117
2023
Q1
$875K Sell
16,456
-4,305
-21% -$229K 0.55% 46
2022
Q4
$1.03M Sell
20,761
-15,185
-42% -$756K 0.65% 38
2022
Q3
$1.52M Buy
35,946
+18,071
+101% +$764K 0.54% 44
2022
Q2
$776K Buy
+17,875
New +$776K 0.55% 40