HHM Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
1,071
-200
| -16% | -$27K | 0.02% | 243 |
|
|
2025
Q1 | $186K | Buy |
1,271
+685
| +117% | +$100K | 0.03% | 191 |
|
|
2024
Q4 | $80.6K | Hold |
586
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $90.3K | Buy |
586
+280
| +92% | +$43.1K | 0.01% | 261 |
|
|
2024
Q2 | $44.6K | Buy |
+306
| New | +$44.6K | 0.01% | 356 |
|
|
2023
Q4 | – | Sell |
-33
| Closed | -$4.25K | – | 822 |
|
|
2023
Q3 | $4.25K | Sell |
33
-35
| -51% | -$4.51K | ﹤0.01% | 652 |
|
|
2023
Q2 | $9.03K | Buy |
68
+35
| +106% | +$4.65K | ﹤0.01% | 552 |
|
|
2023
Q1 | $4.27K | Sell |
33
-217
| -87% | -$28.1K | ﹤0.01% | 663 |
|
|
2022
Q4 | $34K | Buy |
+250
| New | +$34K | 0.01% | 291 |
|
|
2022
Q3 | – | Sell |
-191
| Closed | -$24K | – | 826 |
|
|
2022
Q2 | $24K | Buy |
+191
| New | +$24K | 0.01% | 400 |
|