Hhm Wealth Advisors, LLC Technology Sector Spdr Transaction History

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 531 shares of XLK stock, worth $121,482. This represents 0.02% of its overall portfolio holdings.

Number of Shares
531
Previous 315 68.57%
Holding current value
$121,482
Previous $71,000 67.61%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$197.34 - $237.68 $42,625 - $51,338
216 Added 68.57%
531 $119,000
Q2 2024

Aug 07, 2024
BUY
$192.53 - $231.41 $38,506 - $46,282
200 Added 173.91%
315 $71,000
Q2 2023

Aug 11, 2023
BUY
$143.97 - $174.63 $2,159 - $2,619
15 Added 15.0%
115 $19,000
Q1 2023

May 02, 2023
SELL
$121.18 - $151.01 $24,236 - $30,202
-200 Reduced 66.67%
100 $15,000
Q4 2022

Jan 19, 2023
SELL
$116.56 - $136.15 $160,852 - $187,887
-1,380 Reduced 82.14%
300 $0
Q3 2022

Nov 04, 2022
BUY
$118.78 - $151.56 $174,131 - $222,186
1,466 Added 685.05%
1,680 $200,000
Q2 2022

Aug 08, 2022
BUY
$123.49 - $161.47 $26,426 - $34,554
214 New
214 $27,000
Q4 2020

Jan 28, 2021
SELL
$110.86 - $130.52 $9,977 - $11,746
-90 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
$104.66 - $127.03 $25,746 - $31,249
-246 Reduced 73.21%
90 $11,000
Q2 2020

Aug 13, 2020
BUY
$76.54 - $104.63 $11,557 - $15,799
151 Added 81.62%
336 $35,000
Q1 2020

May 12, 2020
BUY
$70.4 - $102.79 $13,024 - $19,016
185 New
185 $15,000

Others Institutions Holding XLK

# of Institutions
2,248
Shares Held
169M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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