HHM Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $183K | Hold |
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|
2025
Q2 | $178K | Sell |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $75.3K | Hold |
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|
2024
Q3 | $70.7K | Sell |
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|
2024
Q2 | $65.6K | Buy |
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|
2024
Q1 | $60.2K | Hold |
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|
2023
Q4 | $53.8K | Hold |
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|
2023
Q3 | $47.4K | Sell |
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|
2023
Q2 | $51.1K | Sell |
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|
2023
Q1 | $49.2K | Hold |
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|
2022
Q4 | $52.3K | Buy |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $58K | Buy |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q3 | $10K | Sell |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $15K | Buy |
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