HHM Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
3,394
-50
| -1% | -$2.62K | 0.02% | 219 |
|
|
2025
Q1 | $172K | Buy |
3,444
+1,885
| +121% | +$93.9K | 0.02% | 204 |
|
|
2024
Q4 | $75.3K | Hold |
1,559
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $70.7K | Sell |
1,559
-36
| -2% | -$1.63K | 0.01% | 293 |
|
|
2024
Q2 | $65.6K | Buy |
1,595
+165
| +12% | +$6.78K | 0.01% | 301 |
|
|
2024
Q1 | $60.2K | Hold |
1,430
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $53.8K | Hold |
1,430
| – | – | 0.01% | 271 |
|
|
2023
Q3 | $47.4K | Sell |
1,430
-85
| -6% | -$2.82K | 0.01% | 278 |
|
|
2023
Q2 | $51.1K | Sell |
1,515
-15
| -1% | -$506 | 0.01% | 276 |
|
|
2023
Q1 | $49.2K | Hold |
1,530
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $52.3K | Buy |
1,530
+85
| +6% | +$2.91K | 0.01% | 240 |
|
|
2022
Q3 | $44K | Sell |
1,445
-415
| -22% | -$12.6K | 0.01% | 251 |
|
|
2022
Q2 | $58K | Buy |
1,860
+930
| +100% | +$29K | 0.01% | 263 |
|
|
2022
Q1 | $36K | Buy |
930
+500
| +116% | +$19.4K | 0.01% | 353 |
|
|
2021
Q4 | $17K | Hold |
430
| – | – | ﹤0.01% | 453 |
|
|
2021
Q3 | $16K | Hold |
430
| – | – | ﹤0.01% | 445 |
|
|
2021
Q2 | $16K | Hold |
430
| – | – | ﹤0.01% | 432 |
|
|
2021
Q1 | $15K | Sell |
430
-100
| -19% | -$3.49K | ﹤0.01% | 415 |
|
|
2020
Q4 | $16K | Buy |
530
+100
| +23% | +$3.02K | 0.01% | 382 |
|
|
2020
Q3 | $10K | Sell |
430
-275
| -39% | -$6.4K | ﹤0.01% | 394 |
|
|
2020
Q2 | $16K | Hold |
705
| – | – | 0.01% | 332 |
|
|
2020
Q1 | $15K | Buy |
+705
| New | +$15K | 0.01% | 330 |
|