Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 700 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 620 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 641 |
|
|
2023
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 613 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 716 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 685 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 640 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 648 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 509 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 499 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 545 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 544 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 480 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 495 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 492 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 438 |
|
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 415 |
|
|
2017
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 405 |
|
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 382 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 374 |
|
|
2016
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 409 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$1K | – | 925 |
|
|
2015
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 867 |
|
|
2015
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 866 |
|
|
2014
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 707 |
|
|
2014
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 662 |
|
|
2014
Q2 | $1K | Sell |
1
-92
| -99% | -$92K | ﹤0.01% | 670 |
|
|
2014
Q1 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 531 |
|