Washburn Capital Management’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
Q2 | – | Sell |
-4,055
| Closed | -$244K | – | 39 |
|
2024
Q1 | $244K | Sell |
4,055
-320
| -7% | -$19.3K | 0.18% | 38 |
|
2023
Q4 | $262K | Sell |
4,375
-460
| -10% | -$27.5K | 0.2% | 40 |
|
2023
Q3 | $254K | Buy |
4,835
+230
| +5% | +$12.1K | 0.21% | 40 |
|
2023
Q2 | $234K | Sell |
4,605
-5,390
| -54% | -$274K | 0.2% | 42 |
|
2023
Q1 | $531K | Buy |
9,995
+2,905
| +41% | +$154K | 0.46% | 37 |
|
2022
Q4 | $353K | Buy |
7,090
+590
| +9% | +$29.4K | 0.32% | 43 |
|
2022
Q3 | $276K | Sell |
6,500
-1,250
| -16% | -$53.1K | 0.26% | 42 |
|
2022
Q2 | $336K | Buy |
7,750
+200
| +3% | +$8.67K | 0.29% | 46 |
|
2022
Q1 | $463K | Buy |
+7,550
| New | +$463K | 0.3% | 43 |
|