Harrison & CO Wealth Management, LLC Energy Sector Spdr Transaction History

Harrison & CO Wealth Management, LLC

  • $103 Million
  • Q4 2022

A detailed history of Harrison & CO Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 20,289 shares of XLE stock, worth $1.97 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
20,289
Previous 20,499 1.02%
Holding current value
$1.97 Million
Previous $1.48 Million 20.19%
% of portfolio
1.73%
Previous 1.57%

Shares

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

Jan 17, 2023
SELL
$76.09 - $94.08 $15,978 - $19,756
-210 Reduced 1.02%
20,289 $0
Q3 2022

Oct 18, 2022
BUY
$67.49 - $84.09 $78,828 - $98,217
1,168 Added 6.04%
20,499 $1.48 Million
Q2 2022

Jul 11, 2022
BUY
$70.66 - $92.28 $101,397 - $132,421
1,435 Added 8.02%
19,331 $1.38 Million
Q1 2022

Apr 18, 2022
BUY
$57.22 - $78.75 $45,833 - $63,078
801 Added 4.69%
17,896 $1.37 Million
Q4 2021

Jan 31, 2022
BUY
$53.01 - $59.14 $906,205 - $1.01 Million
17,095 New
17,095 $949,000

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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