HWA
HHM Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23K | Hold |
22
| – | – | ﹤0.01% | 801 |
|
|
2025
Q1 | $1.17K | Hold |
22
| – | – | ﹤0.01% | 814 |
|
|
2024
Q4 | $1.22K | Hold |
22
| – | – | ﹤0.01% | 818 |
|
|
2024
Q3 | $1.16K | Hold |
22
| – | – | ﹤0.01% | 726 |
|
|
2024
Q2 | $1.02K | Hold |
22
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $1.04K | Hold |
22
| – | – | ﹤0.01% | 699 |
|
|
2023
Q4 | $1.01K | Hold |
22
| – | – | ﹤0.01% | 693 |
|
|
2023
Q3 | $811 | Hold |
22
| – | – | ﹤0.01% | 743 |
|
|
2023
Q2 | $792 | Buy |
+22
| New | +$792 | ﹤0.01% | 757 |
|