HWA
HHM Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Hold |
179
| – | – | ﹤0.01% | 557 |
|
|
2025
Q1 | $14.6K | Hold |
179
| – | – | ﹤0.01% | 541 |
|
|
2024
Q4 | $14.1K | Hold |
179
| – | – | ﹤0.01% | 550 |
|
|
2024
Q3 | $14.9K | Buy |
+179
| New | +$14.9K | ﹤0.01% | 506 |
|
|
2023
Q4 | – | Sell |
-62
| Closed | -$4.27K | – | 821 |
|
|
2023
Q3 | $4.27K | Hold |
62
| – | – | ﹤0.01% | 650 |
|
|
2023
Q2 | $4.6K | Hold |
62
| – | – | ﹤0.01% | 664 |
|
|
2023
Q1 | $4.63K | Buy |
+62
| New | +$4.63K | ﹤0.01% | 651 |
|