Harrison & Co Wealth Management, LLC XLF Holdings History
Harrison & Co Wealth Management, LLC's Financial Select Sector SPDR Holding Summary
As of 2022-12-31, Harrison & Co Wealth Management, LLC held 124,636.00 shares of Financial Select Sector SPDR(XLF), totaling $4.26 Mil. This investment constitutes 4.12% of their stock portfolio, and Harrison & Co Wealth Management, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q4. And since then Harrison & Co Wealth Management, LLC has made 2 purchases of XLF, at an average price of $38.85, for a total of 134,358.00 shares. In addition, there have been 2 sales at an average price of $34.35 for 9,722.00 shares. Based on historical transaction data and XLF's current price of $52.54, Harrison & Co Wealth Management, LLC's estimated gain on his XLF holdings is $1.66 Mil, reflecting a 31.86% gain to date.
Harrison & Co Wealth Management, LLC XLF ($52.54) Holding Chart
Harrison & Co Wealth Management, LLC XLF ($52.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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