Accurate Wealth Management, LLC Technology Sector Spdr Transaction History

Accurate Wealth Management, LLC

  • $352 Million
  • Q1 2024

A detailed history of Accurate Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,037 shares of XLK stock, worth $946,555. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,037
Previous 33,035 87.78%
Holding current value
$946,555
Previous $6.36 Million 86.79%
% of portfolio
0.24%
Previous 1.98%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$184.12 - $211.02 $5.34 Million - $6.12 Million
-28,998 Reduced 87.78%
4,037 $840,000
Q4 2023

Jan 12, 2024
BUY
$160.19 - $193.07 $4.65 Million - $5.6 Million
29,016 Added 721.97%
33,035 $6.36 Million
Q3 2023

Oct 23, 2023
SELL
$161.97 - $180.26 $7.75 Million - $8.62 Million
-47,829 Reduced 92.25%
4,019 $658,000
Q2 2023

Jul 24, 2023
SELL
$143.97 - $174.63 $298,593 - $362,182
-2,074 Reduced 3.85%
51,848 $9.01 Million
Q1 2023

Apr 13, 2023
BUY
$121.18 - $151.01 $6.07 Million - $7.56 Million
50,075 Added 1301.66%
53,922 $8.14 Million
Q4 2022

Jan 11, 2023
SELL
$119.89 - $136.15 $153,579 - $174,408
-1,281 Reduced 24.98%
3,847 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-345 Reduced 6.3%
5,128 $615,000
Q2 2022

Aug 04, 2022
BUY
N/A
148 Added 2.78%
5,473 $719,000
Q1 2022

May 10, 2022
SELL
N/A
-49,842 Reduced 90.35%
5,325 $846,000
Q4 2021

Feb 08, 2022
BUY
N/A
10,183 Added 22.64%
55,167 $9.67 Million
Q3 2021

Oct 22, 2021
BUY
N/A
39,830 Added 772.8%
44,984 $7.86 Million
Q2 2021

Aug 25, 2021
BUY
N/A
5,154 New
5,154 $761,000

Others Institutions Holding XLK

# of Institutions
2,113
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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