HHM Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $150K | Hold |
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2025
Q2 | $134K | Hold |
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2025
Q1 | $110K | Hold |
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|
2024
Q4 | $123K | Hold |
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|
2024
Q3 | $120K | Buy |
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|
2024
Q2 | $71.3K | Buy |
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|
2024
Q1 | $24K | Hold |
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|
2023
Q4 | $22.1K | Hold |
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|
2023
Q3 | $18.9K | Hold |
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|
2023
Q2 | $20K | Buy |
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|
2023
Q1 | $15.1K | Sell |
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|
2022
Q4 | $37.3K | Sell |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $27K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $11K | Sell |
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|
2020
Q2 | $35K | Buy |
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|
2020
Q1 | $15K | Buy |
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