Sterling Investment Advisors (Pennsylvania)’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
Q3 | – | Sell |
-766
| Closed | -$33K | – | 538 |
|
|
2022
Q2 | $33K | Hold |
766
| – | – | 0.01% | 274 |
|
|
2022
Q1 | $47K | Hold |
766
| – | – | 0.01% | 257 |
|
|
2021
Q4 | $34K | Hold |
766
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $32K | Buy |
766
+141
| +23% | +$5.89K | 0.01% | 305 |
|
|
2021
Q2 | $27K | Hold |
625
| – | – | 0.01% | 322 |
|
|
2021
Q1 | $25K | Buy |
+625
| New | +$25K | 0.01% | 311 |
|