Harrison & CO Wealth Management, LLC Select Sector Spdr Fd Material Transaction History

Harrison & CO Wealth Management, LLC

  • $103 Million
  • Q4 2022

A detailed history of Harrison & CO Wealth Management, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 9,994 shares of XLB stock, worth $916,249. This represents 0.76% of its overall portfolio holdings.

Number of Shares
9,994
Previous 10,761 7.13%
Holding current value
$916,249
Previous $732,000 6.01%
% of portfolio
0.76%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 17, 2023
SELL
$68.18 - $83.76 $52,294 - $64,243
-767 Reduced 7.13%
9,994 $0
Q3 2022

Oct 18, 2022
SELL
$67.32 - $81.52 $110,135 - $133,366
-1,636 Reduced 13.2%
10,761 $732,000
Q2 2022

Jul 11, 2022
BUY
$73.54 - $90.55 $210,545 - $259,244
2,863 Added 30.03%
12,397 $912,000
Q1 2022

Apr 18, 2022
BUY
$79.77 - $90.53 $32,705 - $37,117
410 Added 4.49%
9,534 $840,000
Q4 2021

Jan 31, 2022
BUY
$80.02 - $90.61 $730,102 - $826,725
9,124 New
9,124 $827,000

Others Institutions Holding XLB

# of Institutions
922
Shares Held
53.2M
Call Options Held
12M
Put Options Held
15.1M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Harrison & CO Wealth Management, LLC Portfolio

Follow Harrison & CO Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harrison & CO Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harrison & CO Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email