V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,966
| Closed | -$204K | – | 230 |
|
|
2018
Q1 | $204K | Sell |
5,966
-510
| -8% | -$17.4K | 0.11% | 194 |
|
|
2017
Q4 | $253K | Sell |
6,476
-27,380
| -81% | -$1.07M | 0.13% | 164 |
|
|
2017
Q3 | $1.09M | Sell |
33,856
-955
| -3% | -$30.8K | 0.55% | 48 |
|
|
2017
Q2 | $1.04M | Buy |
34,811
+2,185
| +7% | +$65K | 0.49% | 55 |
|
|
2017
Q1 | $1.01M | Sell |
32,626
-30
| -0.1% | -$929 | 0.62% | 50 |
|
|
2016
Q4 | $1.01M | Sell |
32,656
-20
| -0.1% | -$617 | 0.74% | 48 |
|
|
2016
Q3 | $881K | Sell |
32,676
-255
| -0.8% | -$6.88K | 0.71% | 47 |
|
|
2016
Q2 | $803K | Sell |
32,931
-1,965
| -6% | -$47.9K | 0.66% | 55 |
|
|
2016
Q1 | $732K | Buy |
+34,896
| New | +$732K | 0.59% | 56 |
|