Hhm Wealth Advisors, LLC Energy Sector Spdr Transaction History

Hhm Wealth Advisors, LLC

$658 Million
Q2 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 366 shares of XLE stock, worth $31,878. This represents 0.01% of its overall portfolio holdings.

Number of Shares

366

Previous 79 363.29%

Holding current value

$31,878

Previous $7,000 371.43%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.68 - $94.08 $35,552 - $40,454	-430 Reduced 60.14%	285 $0
Q3 2022 Nov 04, 2022	BUY	N/A	676 Added 1733.33%	715 $51,000
Q2 2022 Aug 08, 2022	SELL	N/A	-521 Reduced 93.04%	39 $3,000
Q4 2021 Feb 03, 2022	SELL	N/A	-230 Reduced 29.11%	560 $31,000
Q1 2021 Apr 23, 2021	BUY	N/A	550 Added 229.17%	790 $39,000
Q2 2020 Aug 13, 2020	BUY	N/A	230 Added 2300.0%	240 $9,000
Q1 2020 May 12, 2020	BUY	N/A	10 New	10 $0

Others Institutions Holding XLE

# of Institutions

2,062

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

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