Harrison & Co Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$918K	Sell	13,021 -748	-5%	-$52.7K	0.89%	40
2022 Q3	$902K	Buy	13,769 +404	+3%	+$26.5K	0.96%	29
2022 Q2	$937K	Buy	13,365 +602	+5%	+$42.2K	0.89%	39
2022 Q1	$950K	Buy	12,763 +1,105	+9%	+$82.2K	0.83%	45
2021 Q4	$835K	Buy	+11,658	New	+$835K	0.7%	61