Harrison & Co Wealth Management, LLC XLK Holdings History
Harrison & Co Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2022-12-31, Harrison & Co Wealth Management, LLC held 61,180.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $7.61 Mil. This investment constitutes 7.36% of their stock portfolio, and Harrison & Co Wealth Management, LLC now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2021Q4. And since then Harrison & Co Wealth Management, LLC has made 3 purchases of XLK, at an average price of $161.59, for a total of 62,643.00 shares. In addition, there have been 1 sales at an average price of $126.69 for 1,463.00 shares. Based on historical transaction data and XLK's current price of $260.89, Harrison & Co Wealth Management, LLC's estimated gain on his XLK holdings is $6.02 Mil, reflecting a 59.51% gain to date.
Harrison & Co Wealth Management, LLC XLK ($260.89) Holding Chart
Harrison & Co Wealth Management, LLC XLK ($260.89) 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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