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

Accurate Wealth Management, LLC

$426 Million
Q2 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 1,342 shares of XLY stock, worth $265,944. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,342

Holding current value

$265,944

% of portfolio

0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,269

Shares Held

81.7M

Call Options Held

5.83M

Put Options Held

12.5M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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