Accurate Wealth Management, LLC XLC Holdings History
Accurate Wealth Management, LLC's Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Accurate Wealth Management, LLC held - shares of Communication Services Select Sector SPDR Fund(XLC), totaling N/A. This investment constitutes 0% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2022Q4. And since then Accurate Wealth Management, LLC has made 4 purchases of XLC, at an average price of $68.83, for a total of 305,223.00 shares. In addition, there have been 6 sales at an average price of $78.55 for 305,223.00 shares. Based on historical transaction data and XLC's current price of $108.04, Accurate Wealth Management, LLC's estimated gain on his XLC holdings is $2.97 Mil, reflecting a 14.13% gain to date.
Accurate Wealth Management, LLC XLC ($108.04) Holding Chart
Accurate Wealth Management, LLC XLC ($108.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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