Visionary 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
2024
Q1
Sell
-6,956
Closed -$416K 510
2023
Q4
$416K Sell
6,956
-270
-4% -$16.2K 0.03% 344
2023
Q3
$379K Buy
7,226
+71
+1% +$3.73K 0.03% 334
2023
Q2
$364K Buy
7,155
+5
+0.1% +$254 0.03% 340
2023
Q1
$380K Buy
+7,150
New +$380K 0.03% 310