Toth Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-42,974
| Closed | -$1.47M | – | 462 |
|
|
2018
Q3 | $1.47M | Buy |
42,974
+1,078
| +3% | +$36.8K | 0.33% | 78 |
|
|
2018
Q2 | $1.49M | Buy |
41,896
+6,235
| +17% | +$221K | 0.35% | 78 |
|
|
2018
Q1 | $1.21M | Buy |
35,661
+6,265
| +21% | +$213K | 0.3% | 80 |
|
|
2017
Q4 | $1.07M | Sell |
29,396
-1,318
| -4% | -$47.9K | 0.25% | 88 |
|
|
2017
Q3 | $988K | Sell |
30,714
-528
| -2% | -$17K | 0.25% | 91 |
|
|
2017
Q2 | $936K | Buy |
31,242
+699
| +2% | +$20.9K | 0.24% | 86 |
|
|
2017
Q1 | $929K | Sell |
30,543
-19,169
| -39% | -$583K | 0.25% | 89 |
|
|
2016
Q4 | $1.51M | Buy |
49,712
+29,707
| +148% | +$904K | 0.43% | 69 |
|
|
2016
Q3 | $531K | Buy |
20,005
+8,125
| +68% | +$216K | 0.16% | 107 |
|
|
2016
Q2 | $290K | Buy |
+11,880
| New | +$290K | 0.09% | 112 |
|