HWA
HHM Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7K | Hold |
123
| – | – | ﹤0.01% | 468 |
|
|
2025
Q1 | $24.3K | Hold |
123
| – | – | ﹤0.01% | 476 |
|
|
2024
Q4 | $27.6K | Hold |
123
| – | – | ﹤0.01% | 448 |
|
|
2024
Q3 | $24.6K | Buy |
123
+69
| +128% | +$13.8K | ﹤0.01% | 435 |
|
|
2024
Q2 | $9.85K | Buy |
+54
| New | +$9.85K | ﹤0.01% | 545 |
|
|
2023
Q1 | – | Sell |
-242
| Closed | -$31.3K | – | 824 |
|
|
2022
Q4 | $31.3K | Buy |
+242
| New | +$31.3K | 0.01% | 303 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$10K | – | 827 |
|
|
2022
Q2 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 549 |
|