Harrison & Co Wealth Management, LLC XLY Holdings History
Harrison & Co Wealth Management, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2022-12-31, Harrison & Co Wealth Management, LLC held 22,699.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $2.93 Mil. This investment constitutes 2.83% of their stock portfolio, and Harrison & Co Wealth Management, LLC now holds 0.02% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2021Q4. And since then Harrison & Co Wealth Management, LLC has made 3 purchases of XLY, at an average price of $195.63, for a total of 23,410.00 shares. In addition, there have been 1 sales at an average price of $139.11 for 711.00 shares. Based on historical transaction data and XLY's current price of $222.17, Harrison & Co Wealth Management, LLC's estimated gain on his XLY holdings is $562,168.42, reflecting a 12.28% gain to date.
Harrison & Co Wealth Management, LLC XLY ($222.17) Holding Chart
Harrison & Co Wealth Management, LLC XLY ($222.17) 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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