HCWM
Harrison & Co Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.77M | Sell |
20,289
-210
| -1% | -$18.4K | 1.72% | 16 |
|
|
2022
Q3 | $1.48M | Buy |
20,499
+1,168
| +6% | +$84.1K | 1.57% | 17 |
|
|
2022
Q2 | $1.38M | Buy |
19,331
+1,435
| +8% | +$103K | 1.31% | 19 |
|
|
2022
Q1 | $1.37M | Buy |
17,896
+801
| +5% | +$61.2K | 1.2% | 18 |
|
|
2021
Q4 | $949K | Buy |
+17,095
| New | +$949K | 0.8% | 49 |
|