PWAG
Polaris Wealth Advisory Group’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-142
| Closed | -$5K | – | 547 |
|
|
2018
Q2 | $5K | Hold |
142
| – | – | ﹤0.01% | 227 |
|
|
2018
Q1 | $5K | Sell |
142
-379,228
| -100% | -$13.4M | ﹤0.01% | 410 |
|
|
2017
Q4 | $13.8M | Buy |
379,370
+40,041
| +12% | +$1.46M | 1.13% | 44 |
|
|
2017
Q3 | $10.9M | Buy |
+339,329
| New | +$10.9M | 0.96% | 52 |
|