HWA
HHM Wealth Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.4K | Hold |
851
| – | – | 0.01% | 284 |
|
|
2025
Q1 | $82.1K | Hold |
851
| – | – | 0.01% | 288 |
|
|
2024
Q4 | $82.4K | Sell |
851
-730
| -46% | -$70.7K | 0.01% | 287 |
|
|
2024
Q3 | $143K | Buy |
1,581
+270
| +21% | +$24.4K | 0.02% | 216 |
|
|
2024
Q2 | $112K | Buy |
1,311
+53
| +4% | +$4.54K | 0.02% | 230 |
|
|
2024
Q1 | $103K | Hold |
1,258
| – | – | 0.02% | 204 |
|
|
2023
Q4 | $91.4K | Hold |
1,258
| – | – | 0.02% | 216 |
|
|
2023
Q3 | $82.5K | Hold |
1,258
| – | – | 0.02% | 213 |
|
|
2023
Q2 | $81.9K | Hold |
1,258
| – | – | 0.02% | 226 |
|
|
2023
Q1 | $72.9K | Buy |
1,258
+528
| +72% | +$30.6K | 0.01% | 235 |
|
|
2022
Q4 | $35K | Hold |
730
| – | – | 0.01% | 281 |
|
|
2022
Q3 | $35K | Sell |
730
-239
| -25% | -$11.5K | 0.01% | 280 |
|
|
2022
Q2 | $53K | Buy |
969
+239
| +33% | +$13.1K | 0.01% | 272 |
|
|
2022
Q1 | $50K | Buy |
+730
| New | +$50K | 0.01% | 308 |
|