HHM Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Buy |
470
+35
| +8% | +$2.86K | ﹤0.01% | 417 |
|
|
2025
Q1 | $34.3K | Hold |
435
| – | – | ﹤0.01% | 418 |
|
|
2024
Q4 | $32.9K | Hold |
435
| – | – | ﹤0.01% | 424 |
|
|
2024
Q3 | $35.1K | Buy |
435
+135
| +45% | +$10.9K | 0.01% | 382 |
|
|
2024
Q2 | $20.4K | Hold |
300
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $19.7K | Hold |
300
| – | – | ﹤0.01% | 413 |
|
|
2023
Q4 | $19K | Sell |
300
-37
| -11% | -$2.34K | ﹤0.01% | 414 |
|
|
2023
Q3 | $19.9K | Hold |
337
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $22.1K | Hold |
337
| – | – | ﹤0.01% | 402 |
|
|
2023
Q1 | $22.8K | Buy |
337
+37
| +12% | +$2.51K | ﹤0.01% | 399 |
|
|
2022
Q4 | $21.2K | Buy |
+300
| New | +$21.2K | ﹤0.01% | 352 |
|
|
2020
Q3 | – | Sell |
-125
| Closed | -$7K | – | 541 |
|
|
2020
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 390 |
|
|
2020
Q1 | $7K | Buy |
+125
| New | +$7K | ﹤0.01% | 376 |
|