HHM Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41K | Hold |
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2025
Q2 | $38.4K | Buy |
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|
2025
Q1 | $34.3K | Hold |
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|
2024
Q4 | $32.9K | Hold |
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|
2024
Q3 | $35.1K | Buy |
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|
2024
Q2 | $20.4K | Hold |
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|
2024
Q1 | $19.7K | Hold |
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|
2023
Q4 | $19K | Sell |
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|
2023
Q3 | $19.9K | Hold |
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|
2023
Q2 | $22.1K | Hold |
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|
2023
Q1 | $22.8K | Buy |
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|
2022
Q4 | $21.1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $7K | Buy |
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