Sigma Planning Corp’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 |
-8,100
| Closed | -$431K | – | 1362 |
|
2023
Q1 | $431K | Buy |
+8,100
| New | +$431K | 0.01% | 865 |
|
2022
Q2 | – | Sell |
-81,789
| Closed | -$5.01M | – | 1432 |
|
2022
Q1 | $5.01M | Buy |
+81,789
| New | +$5.01M | 0.15% | 141 |
|
2021
Q3 | – | Sell |
-5,071
| Closed | -$218K | – | 1478 |
|
2021
Q2 | $218K | Sell |
5,071
-11,125
| -69% | -$478K | 0.01% | 1229 |
|
2021
Q1 | $647K | Buy |
16,196
+3,125
| +24% | +$125K | 0.02% | 660 |
|
2020
Q4 | $437K | Buy |
+13,071
| New | +$437K | 0.01% | 740 |
|