HWA
HHM Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.96K | Buy |
117
+35
| +43% | +$2.98K | ﹤0.01% | 611 |
|
|
2025
Q1 | $7.64K | Buy |
82
+1
| +1% | +$93 | ﹤0.01% | 627 |
|
|
2024
Q4 | $6.95K | Buy |
81
+1
| +1% | +$86 | ﹤0.01% | 641 |
|
|
2024
Q3 | $7.06K | Sell |
80
-286
| -78% | -$25.3K | ﹤0.01% | 616 |
|
|
2024
Q2 | $33.3K | Buy |
366
+287
| +363% | +$26.1K | 0.01% | 389 |
|
|
2024
Q1 | $7.47K | Hold |
79
| – | – | ﹤0.01% | 570 |
|
|
2023
Q4 | $6.59K | Buy |
79
+1
| +1% | +$83 | ﹤0.01% | 594 |
|
|
2023
Q3 | $7.03K | Sell |
78
-264
| -77% | -$23.8K | ﹤0.01% | 574 |
|
|
2023
Q2 | $27.8K | Buy |
342
+56
| +20% | +$4.55K | 0.01% | 373 |
|
|
2023
Q1 | $23.7K | Buy |
286
+1
| +0.4% | +$83 | ﹤0.01% | 394 |
|
|
2022
Q4 | $24.9K | Sell |
285
-430
| -60% | -$37.6K | 0.01% | 336 |
|
|
2022
Q3 | $51K | Buy |
715
+676
| +1,733% | +$48.2K | 0.01% | 232 |
|
|
2022
Q2 | $3K | Sell |
39
-521
| -93% | -$40.1K | ﹤0.01% | 727 |
|
|
2022
Q1 | $43K | Hold |
560
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $31K | Sell |
560
-230
| -29% | -$12.7K | 0.01% | 364 |
|
|
2021
Q3 | $41K | Hold |
790
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $43K | Hold |
790
| – | – | 0.01% | 322 |
|
|
2021
Q1 | $39K | Buy |
790
+550
| +229% | +$27.2K | 0.01% | 314 |
|
|
2020
Q4 | $9K | Hold |
240
| – | – | ﹤0.01% | 429 |
|
|
2020
Q3 | $7K | Hold |
240
| – | – | ﹤0.01% | 417 |
|
|
2020
Q2 | $9K | Buy |
240
+230
| +2,300% | +$8.63K | ﹤0.01% | 379 |
|
|
2020
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 471 |
|