WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $15K | Sell |
500
-350
| -41% | -$10.5K | ﹤0.01% | 1029 |
|
|
2017
Q1 | $26K | Buy |
850
+500
| +143% | +$15.3K | 0.01% | 827 |
|
|
2016
Q4 | $11K | Hold |
350
| – | – | ﹤0.01% | 1081 |
|
|
2016
Q3 | $9K | Buy |
+350
| New | +$9K | ﹤0.01% | 1163 |
|
|
2015
Q2 | – | Sell |
-303
| Closed | -$8K | – | 1811 |
|
|
2015
Q1 | $8K | Hold |
303
| – | – | ﹤0.01% | 1265 |
|
|
2014
Q4 | $9K | Hold |
303
| – | – | ﹤0.01% | 1491 |
|
|
2014
Q3 | $11K | Hold |
303
| – | – | ﹤0.01% | 1463 |
|
|
2014
Q2 | $13K | Hold |
303
| – | – | ﹤0.01% | 1404 |
|
|
2014
Q1 | $13K | Hold |
303
| – | – | ﹤0.01% | 1396 |
|
|
2013
Q4 | $13K | Hold |
303
| – | – | ﹤0.01% | 1505 |
|
|
2013
Q3 | $11K | Buy |
303
+2
| +0.7% | +$73 | ﹤0.01% | 1494 |
|
|
2013
Q2 | $10K | Buy |
+301
| New | +$10K | ﹤0.01% | 1462 |
|