Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,795
| Closed | -$294K | – | 624 |
|
|
2022
Q1 | $294K | Sell |
4,795
-1,230
| -20% | -$75.4K | 0.02% | 422 |
|
|
2021
Q4 | $270K | Sell |
6,025
-350
| -5% | -$15.7K | 0.02% | 470 |
|
|
2021
Q3 | $266K | Buy |
+6,375
| New | +$266K | 0.02% | 448 |
|
|
2021
Q2 | – | Sell |
-2,650
| Closed | -$106K | – | 1898 |
|
|
2021
Q1 | $106K | Buy |
+2,650
| New | +$106K | 0.01% | 649 |
|
|
2020
Q2 | – | Sell |
-2,650
| Closed | -$43K | – | 1386 |
|
|
2020
Q1 | $43K | Hold |
2,650
| – | – | 0.01% | 540 |
|
|
2019
Q4 | $78K | Hold |
2,650
| – | – | 0.01% | 452 |
|
|
2019
Q3 | $67K | Buy |
+2,650
| New | +$67K | 0.01% | 474 |
|
|
2018
Q2 | – | Sell |
-62
| Closed | -$2K | – | 1322 |
|
|
2018
Q1 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 980 |
|