Hhm Wealth Advisors, LLC Energy Sector Spdr Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 80 shares of XLE stock, worth $7,609. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 366 78.14%

Holding current value

$7,609

Previous $33,000 78.79%

% of portfolio

0.0%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $24,124 - $26,709	-286 Reduced 78.14%	80 $7,000
Q2 2024 Aug 07, 2024	BUY	$88.04 - $98.08 $25,267 - $28,148	287 Added 363.29%	366 $33,000
Q4 2023 Feb 05, 2024	BUY	$81.2 - $91.96 $81 - $91	1 Added 1.28%	79 $6,000
Q3 2023 Nov 03, 2023	SELL	$79.09 - $93.36 $20,879 - $24,647	-264 Reduced 77.19%	78 $7,000
Q2 2023 Aug 11, 2023	BUY	$76.59 - $87.23 $4,289 - $4,884	56 Added 19.58%	342 $27,000
Q1 2023 May 02, 2023	BUY	$76.97 - $93.11 $76 - $93	1 Added 0.35%	286 $23,000
Q4 2022 Jan 19, 2023	SELL	$76.09 - $94.08 $32,718 - $40,454	-430 Reduced 60.14%	285 $0
Q3 2022 Nov 04, 2022	BUY	$67.49 - $84.09 $45,623 - $56,844	676 Added 1733.33%	715 $51,000
Q2 2022 Aug 08, 2022	SELL	$70.66 - $92.28 $36,813 - $48,077	-521 Reduced 93.04%	39 $3,000
Q4 2021 Feb 03, 2022	SELL	$53.01 - $59.14 $12,192 - $13,602	-230 Reduced 29.11%	560 $31,000
Q1 2021 Apr 23, 2021	BUY	$37.96 - $53.57 $20,878 - $29,463	550 Added 229.17%	790 $39,000
Q2 2020 Aug 13, 2020	BUY	$27.62 - $46.86 $6,352 - $10,777	230 Added 2300.0%	240 $9,000
Q1 2020 May 12, 2020	BUY	$23.57 - $60.87 $235 - $608	10 New	10 $0

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Hhm Wealth Advisors, LLC Energy Sector Spdr Transaction History