HHM Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Hold |
531
| – | – | 0.02% | 249 |
|
|
2025
Q1 | $110K | Hold |
531
| – | – | 0.01% | 259 |
|
|
2024
Q4 | $123K | Hold |
531
| – | – | 0.02% | 239 |
|
|
2024
Q3 | $120K | Buy |
531
+216
| +69% | +$48.8K | 0.02% | 232 |
|
|
2024
Q2 | $71.3K | Buy |
315
+200
| +174% | +$45.2K | 0.01% | 291 |
|
|
2024
Q1 | $24K | Hold |
115
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $22.1K | Hold |
115
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $18.9K | Hold |
115
| – | – | ﹤0.01% | 410 |
|
|
2023
Q2 | $20K | Buy |
115
+15
| +15% | +$2.61K | ﹤0.01% | 420 |
|
|
2023
Q1 | $15.1K | Sell |
100
-200
| -67% | -$30.2K | ﹤0.01% | 453 |
|
|
2022
Q4 | $37.3K | Sell |
300
-1,380
| -82% | -$172K | 0.01% | 278 |
|
|
2022
Q3 | $200K | Buy |
1,680
+1,466
| +685% | +$175K | 0.05% | 107 |
|
|
2022
Q2 | $27K | Buy |
+214
| New | +$27K | 0.01% | 380 |
|
|
2020
Q4 | – | Sell |
-90
| Closed | -$11K | – | 572 |
|
|
2020
Q3 | $11K | Sell |
90
-246
| -73% | -$30.1K | ﹤0.01% | 385 |
|
|
2020
Q2 | $35K | Buy |
336
+151
| +82% | +$15.7K | 0.01% | 259 |
|
|
2020
Q1 | $15K | Buy |
+185
| New | +$15K | 0.01% | 331 |
|