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

Harrison & CO Wealth Management, LLC

  • $103 Million
  • Q4 2022

A detailed history of Harrison & CO Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 13,021 shares of XLU stock, worth $995,846. This represents 0.89% of its overall portfolio holdings.

Number of Shares
13,021
Previous 13,769 5.43%
Holding current value
$995,846
Previous $902,000 1.66%
% of portfolio
0.89%
Previous 0.96%

Shares

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

Jan 17, 2023
SELL
$61.52 - $72.67 $46,016 - $54,357
-748 Reduced 5.43%
13,021 $0
Q3 2022

Oct 18, 2022
BUY
$65.51 - $78.12 $26,466 - $31,560
404 Added 3.02%
13,769 $902,000
Q2 2022

Jul 11, 2022
BUY
$64.87 - $76.96 $39,051 - $46,329
602 Added 4.72%
13,365 $937,000
Q1 2022

Apr 18, 2022
BUY
$65.03 - $74.54 $71,858 - $82,366
1,105 Added 9.48%
12,763 $950,000
Q4 2021

Jan 31, 2022
BUY
$63.88 - $71.58 $744,713 - $834,479
11,658 New
11,658 $835,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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