SWA
Strategies Wealth Advisors’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,650
| Closed | -$291K | – | 184 |
|
|
2024
Q4 | $291K | Sell |
4,650
-7,500
| -62% | -$469K | 0.04% | 105 |
|
|
2024
Q3 | $774K | Sell |
12,150
-11,131
| -48% | -$709K | 0.1% | 51 |
|
|
2024
Q2 | $1.38M | Sell |
23,281
-17,867
| -43% | -$1.06M | 0.2% | 35 |
|
|
2024
Q1 | $2.48M | Sell |
41,148
-32,845
| -44% | -$1.98M | 0.38% | 28 |
|
|
2023
Q4 | $4.43M | Buy |
73,993
+1,244
| +2% | +$74.4K | 0.76% | 21 |
|
|
2023
Q3 | $3.82M | Buy |
72,749
+941
| +1% | +$49.4K | 0.75% | 25 |
|
|
2023
Q2 | $3.65M | Buy |
71,808
+3,021
| +4% | +$154K | 0.75% | 23 |
|
|
2023
Q1 | $3.66M | Buy |
68,787
+6,099
| +10% | +$324K | 0.8% | 22 |
|
|
2022
Q4 | $3.12M | Buy |
+62,688
| New | +$3.12M | 0.77% | 23 |
|
|
2022
Q2 | $1.84M | Buy |
+42,394
| New | +$1.84M | 0.53% | 28 |
|