HWA
HHM Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Sell |
305
-5
| -2% | -$363 | ﹤0.01% | 494 |
|
|
2025
Q1 | $20.4K | Buy |
310
+305
| +6,100% | +$20.1K | ﹤0.01% | 501 |
|
|
2024
Q4 | $345 | Buy |
5
+2
| +67% | +$138 | ﹤0.01% | 942 |
|
|
2024
Q3 | $203 | Hold |
3
| – | – | ﹤0.01% | 755 |
|
|
2024
Q2 | $192 | Buy |
3
+2
| +200% | +$128 | ﹤0.01% | 762 |
|
|
2024
Q1 | $62 | Buy |
+1
| New | +$62 | ﹤0.01% | 731 |
|
|
2023
Q4 | – | Sell |
-1,100
| Closed | -$55.3K | – | 809 |
|
|
2023
Q3 | $55.3K | Hold |
1,100
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $57.3K | Buy |
+1,100
| New | +$57.3K | 0.01% | 267 |
|