HCWM
Harrison & Co Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.93M | Sell |
22,699
-711
| -3% | -$91.8K | 2.83% | 6 |
|
|
2022
Q3 | $3.34M | Buy |
23,410
+326
| +1% | +$46.4K | 3.54% | 5 |
|
|
2022
Q2 | $3.17M | Buy |
23,084
+1,670
| +8% | +$230K | 3.01% | 6 |
|
|
2022
Q1 | $3.96M | Buy |
21,414
+62
| +0.3% | +$11.5K | 3.47% | 6 |
|
|
2021
Q4 | $4.37M | Buy |
+21,352
| New | +$4.37M | 3.68% | 6 |
|