A detailed history of Harrison & CO Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 31,054 shares of XLI stock, worth $4.4 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares
31,054
Previous 30,696 1.17%
Holding current value
$4.4 Million
Previous $2.54 Million 19.9%
% of portfolio
2.97%
Previous 2.7%

Shares

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

Jan 17, 2023

BUY
$84.74 - $102.33 $30,336 - $36,634
358 Added 1.17%
31,054 $0
Q3 2022

Oct 18, 2022

BUY
$82.84 - $100.53 $125,833 - $152,705
1,519 Added 5.21%
30,696 $2.54 Million
Q2 2022

Jul 11, 2022

BUY
$85.56 - $102.18 $121,495 - $145,095
1,420 Added 5.12%
29,177 $2.55 Million
Q1 2022

Apr 18, 2022

BUY
$95.6 - $107.05 $18,164 - $20,339
190 Added 0.69%
27,757 $2.86 Million
Q4 2021

Jan 31, 2022

BUY
$98.64 - $107.12 $2.72 Million - $2.95 Million
27,567 New
27,567 $2.92 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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.