HCWM
Harrison & Co Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.61M | Sell |
61,180
-1,463
| -2% | -$182K | 7.36% | 1 |
|
|
2022
Q3 | $7.44M | Buy |
62,643
+2,412
| +4% | +$287K | 7.89% | 1 |
|
|
2022
Q2 | $7.66M | Buy |
60,231
+4,544
| +8% | +$578K | 7.27% | 1 |
|
|
2022
Q1 | $8.85M | Buy |
55,687
+1,014
| +2% | +$161K | 7.76% | 1 |
|
|
2021
Q4 | $9.51M | Buy |
+54,673
| New | +$9.51M | 8.01% | 1 |
|