Harrison & Co Wealth Management, LLC XLP Holdings History
Harrison & Co Wealth Management, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2022-12-31, Harrison & Co Wealth Management, LLC held 35,100.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $2.62 Mil. This investment constitutes 2.53% of their stock portfolio, and Harrison & Co Wealth Management, LLC now holds 0.01% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2021Q4. And since then Harrison & Co Wealth Management, LLC has made 4 purchases of XLP, at an average price of $72.47, for a total of 35,100.00 shares. Based on historical transaction data and XLP's current price of $80.89, Harrison & Co Wealth Management, LLC's estimated gain on his XLP holdings is $295,707.92, reflecting a 11.63% gain to date.
Harrison & Co Wealth Management, LLC XLP ($80.89) Holding Chart
Harrison & Co Wealth Management, LLC XLP ($80.89) 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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