HWA
HHM Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Hold |
260
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $34.1K | Buy |
260
+60
| +30% | +$7.86K | ﹤0.01% | 419 |
|
|
2024
Q4 | $26.4K | Sell |
200
-393
| -66% | -$51.8K | ﹤0.01% | 455 |
|
|
2024
Q3 | $80.3K | Hold |
593
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $72.3K | Hold |
593
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $74.7K | Hold |
593
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $67.6K | Hold |
593
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $60.1K | Hold |
593
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $63.6K | Hold |
593
| – | – | 0.01% | 253 |
|
|
2023
Q1 | $60K | Hold |
593
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $58.2K | Buy |
593
+200
| +51% | +$19.6K | 0.01% | 225 |
|
|
2022
Q3 | $33K | Hold |
393
| – | – | 0.01% | 285 |
|
|
2022
Q2 | $34K | Hold |
393
| – | – | 0.01% | 333 |
|
|
2022
Q1 | $40K | Hold |
393
| – | – | 0.01% | 344 |
|
|
2021
Q4 | $42K | Hold |
393
| – | – | 0.01% | 335 |
|
|
2021
Q3 | $38K | Sell |
393
-40
| -9% | -$3.87K | 0.01% | 332 |
|
|
2021
Q2 | $44K | Hold |
433
| – | – | 0.01% | 319 |
|
|
2021
Q1 | $43K | Buy |
433
+393
| +983% | +$39K | 0.01% | 298 |
|
|
2020
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 477 |
|
|
2020
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 463 |
|
|
2020
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 438 |
|