Accurate Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024

A detailed history of Accurate Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,639 shares of XLV stock, worth $557,276. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,639
Previous 2,282 59.47%
Holding current value
$557,276
Previous $332,000 68.67%
% of portfolio
0.12%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$143.3 - $157.24 $194,458 - $213,374
1,357 Added 59.47%
3,639 $560,000
Q2 2024

Jul 17, 2024
BUY
$138.43 - $147.09 $315,897 - $335,659
2,282 New
2,282 $332,000
Q4 2022

Jan 11, 2023
BUY
$121.85 - $140.1 $62,021 - $71,310
509 New
509 $0
Q1 2022

May 10, 2022
SELL
$126.55 - $139.44 $5.77 Million - $6.36 Million
-45,631 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$125.34 - $141.49 $1.18 Million - $1.34 Million
9,449 Added 26.12%
45,631 $6.35 Million
Q3 2021

Oct 22, 2021
BUY
$127.07 - $136.85 $4.6 Million - $4.95 Million
36,182 New
36,182 $5.01 Million

Others Institutions Holding XLV

# of Institutions
1,872
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
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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