Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5K | Buy |
454
+1
| +0.2% | +$67 | 0.01% | 199 |
|
|
2025
Q1 | $25.4K | Sell |
453
-25
| -5% | -$1.4K | 0.01% | 206 |
|
|
2024
Q4 | $27.1K | Buy |
478
+1
| +0.2% | +$57 | 0.01% | 204 |
|
|
2024
Q3 | $30.4K | Hold |
477
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $28.3K | Buy |
477
+1
| +0.2% | +$59 | 0.01% | 191 |
|
|
2024
Q1 | $28.7K | Buy |
476
+1
| +0.2% | +$60 | 0.01% | 186 |
|
|
2023
Q4 | $28.4K | Buy |
475
+1
| +0.2% | +$60 | 0.01% | 184 |
|
|
2023
Q3 | $25K | Buy |
474
+1
| +0.2% | +$53 | 0.01% | 185 |
|
|
2023
Q2 | $24K | Buy |
473
+2
| +0.4% | +$101 | 0.01% | 183 |
|
|
2023
Q1 | $25K | Buy |
471
+1
| +0.2% | +$53 | 0.01% | 179 |
|
|
2022
Q4 | $23K | Buy |
470
+3
| +0.6% | +$147 | 0.01% | 180 |
|
|
2022
Q3 | $20K | Buy |
467
+2
| +0.4% | +$86 | 0.01% | 171 |
|
|
2022
Q2 | $20K | Buy |
465
+2
| +0.4% | +$86 | 0.01% | 177 |
|
|
2022
Q1 | $28K | Sell |
463
-1
| -0.2% | -$60 | 0.01% | 184 |
|
|
2021
Q4 | $21K | Buy |
464
+1
| +0.2% | +$45 | 0.01% | 202 |
|
|
2021
Q3 | $19K | Buy |
463
+1
| +0.2% | +$41 | 0.01% | 215 |
|
|
2021
Q2 | $20K | Buy |
462
+35
| +8% | +$1.52K | 0.01% | 200 |
|
|
2021
Q1 | $17K | Buy |
427
+1
| +0.2% | +$40 | 0.01% | 205 |
|
|
2020
Q4 | $14K | Buy |
426
+1
| +0.2% | +$33 | 0.01% | 199 |
|
|
2020
Q3 | $10K | Sell |
425
-96
| -18% | -$2.26K | ﹤0.01% | 214 |
|
|
2020
Q2 | $11K | Buy |
521
+2
| +0.4% | +$42 | 0.01% | 192 |
|
|
2020
Q1 | $8K | Sell |
519
-120
| -19% | -$1.85K | ﹤0.01% | 193 |
|
|
2019
Q4 | $19K | Sell |
639
-60
| -9% | -$1.78K | 0.01% | 164 |
|
|
2019
Q3 | $18K | Buy |
699
+2
| +0.3% | +$52 | 0.01% | 150 |
|
|
2019
Q2 | $20K | Buy |
697
+9
| +1% | +$258 | 0.01% | 152 |
|
|
2019
Q1 | $20K | Buy |
688
+3
| +0.4% | +$87 | 0.01% | 150 |
|
|
2018
Q4 | $18K | Sell |
685
-74,595
| -99% | -$1.96M | 0.01% | 140 |
|
|
2018
Q3 | $2.57M | Buy |
75,280
+3,283
| +5% | +$112K | 1.29% | 28 |
|
|
2018
Q2 | $2.55M | Buy |
71,997
+8,997
| +14% | +$319K | 1.38% | 26 |
|
|
2018
Q1 | $2.15M | Buy |
+63,000
| New | +$2.15M | 1.26% | 25 |
|