Harrison & Co Wealth Management, LLC XLI Holdings History
Harrison & Co Wealth Management, LLC's Industrial Select Sector SPDR Holding Summary
As of 2022-12-31, Harrison & Co Wealth Management, LLC held 31,054.00 shares of Industrial Select Sector SPDR(XLI), totaling $3.05 Mil. This investment constitutes 2.95% of their stock portfolio, and Harrison & Co Wealth Management, LLC now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2021Q4. And since then Harrison & Co Wealth Management, LLC has made 4 purchases of XLI, at an average price of $102.47, for a total of 31,054.00 shares. Based on historical transaction data and XLI's current price of $151.46, Harrison & Co Wealth Management, LLC's estimated gain on his XLI holdings is $1.52 Mil, reflecting a 47.80% gain to date.
Harrison & Co Wealth Management, LLC XLI ($151.46) Holding Chart
Harrison & Co Wealth Management, LLC XLI ($151.46) 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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