HHM Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Hold |
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|
2025
Q1 | $34.1K | Buy |
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|
2024
Q4 | $26.4K | Sell |
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|
2024
Q3 | $80.3K | Hold |
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|
2024
Q2 | $72.3K | Hold |
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|
2024
Q1 | $74.7K | Hold |
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|
2023
Q4 | $67.6K | Hold |
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|
2023
Q3 | $60.1K | Hold |
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|
2023
Q2 | $63.6K | Hold |
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|
2023
Q1 | $60K | Hold |
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|
2022
Q4 | $58.2K | Buy |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $38K | Sell |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $43K | Buy |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Buy |
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