A detailed history of Hhm Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 586 shares of XLV stock, worth $80,868. This represents 0.01% of its overall portfolio holdings.

Number of Shares
586
Previous 306 91.5%
Holding current value
$80,868
Previous $44,000 104.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$143.3 - $157.24 $40,124 - $44,027
280 Added 91.5%
586 $90,000
Q2 2024

Aug 07, 2024

BUY
$138.43 - $147.09 $42,359 - $45,009
306 New
306 $44,000
Q3 2023

Nov 03, 2023

SELL
$128.74 - $136.24 $4,505 - $4,768
-35 Reduced 51.47%
33 $4,000
Q2 2023

Aug 11, 2023

BUY
$126.74 - $135.66 $4,435 - $4,748
35 Added 106.06%
68 $9,000
Q1 2023

May 02, 2023

SELL
$124.15 - $135.82 $26,940 - $29,472
-217 Reduced 86.8%
33 $4,000
Q4 2022

Jan 19, 2023

BUY
$121.85 - $140.1 $30,462 - $35,025
250 New
250 $0
Q2 2022

Aug 08, 2022

BUY
$119.89 - $142.83 $22,898 - $27,280
191 New
191 $24,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.