HCWM
Harrison & Co Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.94M | Sell |
36,366
-1,838
| -5% | -$250K | 4.78% | 3 |
|
|
2022
Q3 | $4.63M | Buy |
38,204
+2,021
| +6% | +$245K | 4.91% | 3 |
|
|
2022
Q2 | $4.64M | Buy |
36,183
+2,201
| +6% | +$282K | 4.41% | 3 |
|
|
2022
Q1 | $4.66M | Sell |
33,982
-411
| -1% | -$56.3K | 4.08% | 4 |
|
|
2021
Q4 | $4.85M | Buy |
+34,393
| New | +$4.85M | 4.08% | 4 |
|