A detailed history of Hhm Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 1,430 shares of XLF stock, worth $59,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,430
Previous 1,430 -0.0%
Holding current value
$59,602
Previous $53,000 13.21%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023

SELL
$33.17 - $35.6 $2,819 - $3,026
-85 Reduced 5.61%
1,430 $47,000
Q2 2023

Aug 11, 2023

SELL
$31.55 - $33.71 $473 - $505
-15 Reduced 0.98%
1,515 $51,000
Q4 2022

Jan 19, 2023

BUY
$33.4 - $36.31 $2,839 - $3,086
85 Added 5.88%
1,530 $0
Q3 2022

Nov 04, 2022

SELL
N/A
-415 Reduced 22.31%
1,445 $44,000
Q2 2022

Aug 08, 2022

BUY
N/A
930 Added 100.0%
1,860 $58,000
Q1 2022

Apr 27, 2022

BUY
N/A
500 Added 116.28%
930 $36,000
Q1 2021

Apr 23, 2021

SELL
N/A
-100 Reduced 18.87%
430 $15,000
Q4 2020

Jan 28, 2021

BUY
N/A
100 Added 23.26%
530 $16,000
Q3 2020

Nov 12, 2020

SELL
N/A
-275 Reduced 39.01%
430 $10,000
Q1 2020

May 12, 2020

BUY
N/A
705 New
705 $15,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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