Harrison & CO Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Harrison & CO Wealth Management, LLC

  • $103 Million
  • Q4 2022

A detailed history of Harrison & CO Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 36,366 shares of XLV stock, worth $5.27 Million. This represents 4.81% of its overall portfolio holdings.

Number of Shares
36,366
Previous 38,204 4.81%
Holding current value
$5.27 Million
Previous $4.63 Million 6.76%
% of portfolio
4.81%
Previous 4.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 17, 2023
SELL
$121.85 - $140.1 $223,960 - $257,503
-1,838 Reduced 4.81%
36,366 $0
Q3 2022

Oct 18, 2022
BUY
$121.11 - $134.29 $244,763 - $271,400
2,021 Added 5.59%
38,204 $4.63 Million
Q2 2022

Jul 11, 2022
BUY
$119.89 - $142.83 $263,877 - $314,368
2,201 Added 6.48%
36,183 $4.64 Million
Q1 2022

Apr 18, 2022
SELL
$126.55 - $139.44 $52,012 - $57,309
-411 Reduced 1.2%
33,982 $4.66 Million
Q4 2021

Jan 31, 2022
BUY
$125.34 - $141.49 $4.31 Million - $4.87 Million
34,393 New
34,393 $4.85 Million

Others Institutions Holding XLV

# of Institutions
1,985
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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