HCWM
Harrison & Co Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.05M | Buy |
31,054
+358
| +1% | +$35.2K | 2.95% | 5 |
|
|
2022
Q3 | $2.54M | Buy |
30,696
+1,519
| +5% | +$126K | 2.7% | 6 |
|
|
2022
Q2 | $2.55M | Buy |
29,177
+1,420
| +5% | +$124K | 2.42% | 9 |
|
|
2022
Q1 | $2.86M | Buy |
27,757
+190
| +0.7% | +$19.6K | 2.5% | 9 |
|
|
2021
Q4 | $2.92M | Buy |
+27,567
| New | +$2.92M | 2.46% | 9 |
|