Number of Shares
7,205
Previous 6,939 3.83%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

BUY
N/A
266 Added 3.83%
7,205 $0
Q1 2025

Apr 14, 2025

SELL
N/A
-850 Reduced 10.91%
6,939 $0
Q4 2024

Jan 14, 2025

SELL
N/A
-125 Reduced 1.58%
7,789 $0
Q2 2024

Jul 17, 2024

BUY
N/A
7,914 New
7,914 $0
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.