Accurate Wealth Management, LLC XLF Holdings History
Accurate Wealth Management, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Accurate Wealth Management, LLC held 9,453.00 shares of Financial Select Sector SPDR(XLF), totaling $441,170.00. This investment constitutes 0.08% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 4 purchases of XLF, at an average price of $37.92, for a total of 432,073.00 shares. In addition, there have been 6 sales at an average price of $42.59 for 422,620.00 shares. Based on historical transaction data and XLF's current price of $52.67, Accurate Wealth Management, LLC's estimated gain on his XLF holdings is $2.11 Mil, reflecting a 12.89% gain to date.
Accurate Wealth Management, LLC XLF ($52.67) Holding Chart
Accurate Wealth Management, LLC XLF ($52.67) 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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