Zimmermann Investment Management & Planning’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 Q4	–	Sell	-4,161	Closed	-$218K	–	127
2023 Q3	$218K	Sell	4,161 -6,740	-62%	-$354K	0.1%	97
2023 Q2	$554K	Buy	10,901 +795	+8%	+$40.4K	0.26%	63
2023 Q1	$537K	Buy	10,106 +5,213	+107%	+$277K	0.28%	66
2022 Q4	$244K	Buy	+4,893	New	+$244K	0.14%	85