Accurate Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024

A detailed history of Accurate Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,744 shares of XLY stock, worth $408,915. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,744
Previous 1,342 29.96%
Holding current value
$408,915
Previous $244,000 43.03%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 17, 2024
BUY
$170.05 - $200.86 $68,360 - $80,745
402 Added 29.96%
1,744 $349,000
Q2 2024

Jul 17, 2024
BUY
$169.76 - $184.45 $227,817 - $247,531
1,342 New
1,342 $244,000
Q2 2023

Jul 24, 2023
SELL
$143.54 - $169.81 $765,642 - $905,766
-5,334 Reduced 10.31%
46,383 $7.88 Million
Q1 2023

Apr 13, 2023
BUY
$128.39 - $156.16 $6.56 Million - $7.98 Million
51,082 Added 8044.41%
51,717 $7.73 Million
Q4 2022

Jan 11, 2023
BUY
$126.26 - $147.57 $80,175 - $93,706
635 New
635 $0
Q1 2022

May 10, 2022
SELL
$163.19 - $210.31 $183,099 - $235,967
-1,122 Closed
0 $0
Q4 2021

Feb 08, 2022
SELL
$179.37 - $211.42 $3,946 - $4,651
-22 Reduced 1.92%
1,122 $218,000
Q3 2021

Oct 22, 2021
BUY
$175.93 - $185.89 $1,231 - $1,301
7 Added 0.62%
1,144 $209,000
Q2 2021

Aug 25, 2021
BUY
$166.65 - $179.87 $189,481 - $204,512
1,137 New
1,137 $203,000

Others Institutions Holding XLY

# of Institutions
1,297
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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