HCWM
Harrison & Co Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $2.24M | Sell |
46,738
-2,178
| -4% | -$105K | 2.17% | 13 |
|
2022
Q3 | $2.34M | Buy |
48,916
+970
| +2% | +$46.5K | 2.49% | 8 |
|
2022
Q2 | $2.6M | Buy |
47,946
+1,818
| +4% | +$98.7K | 2.47% | 8 |
|
2022
Q1 | $3.17M | Buy |
46,128
+728
| +2% | +$50.1K | 2.78% | 7 |
|
2021
Q4 | $3.53M | Buy |
+45,400
| New | +$3.53M | 2.97% | 7 |
|