WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17
| Closed | -$864 | – | 1198 |
|
|
2023
Q2 | $864 | Hold |
17
| – | – | ﹤0.01% | 1150 |
|
|
2023
Q1 | $904 | Buy |
+17
| New | +$904 | ﹤0.01% | 1209 |
|
|
2016
Q3 | $6.31K | Sell |
251
-196
| -44% | -$4.93K | ﹤0.01% | 667 |
|
|
2016
Q2 | $6.13K | Buy |
+447
| New | +$6.13K | ﹤0.01% | 1911 |
|
|
2015
Q4 | $1.5K | Buy |
+100
| New | +$1.5K | ﹤0.01% | 1513 |
|