Accurate Wealth Management, LLC XLI Holdings History
Accurate Wealth Management, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-06-30, Accurate Wealth Management, LLC held 35,452.00 shares of Industrial Select Sector SPDR(XLI), totaling $5.34 Mil. This investment constitutes 0.82% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2022Q4. And since then Accurate Wealth Management, LLC has made 4 purchases of XLI, at an average price of $125.72, for a total of 85,730.00 shares. In addition, there have been 3 sales at an average price of $123.49 for 50,278.00 shares. Based on historical transaction data and XLI's current price of $151.44, Accurate Wealth Management, LLC's estimated gain on his XLI holdings is $799,929.24, reflecting a 7.42% gain to date.
Accurate Wealth Management, LLC XLI ($151.44) Holding Chart
Accurate Wealth Management, LLC XLI ($151.44) 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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