Accurate Wealth Management, LLC XLK Holdings History
Accurate Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Accurate Wealth Management, LLC held 25,542.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $6.56 Mil. This investment constitutes 1% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 8 purchases of XLK, at an average price of $163.11, for a total of 157,273.00 shares. In addition, there have been 8 sales at an average price of $172.51 for 131,731.00 shares. Based on historical transaction data and XLK's current price of $260.89, Accurate Wealth Management, LLC's estimated gain on his XLK holdings is $3.74 Mil, reflecting a 14.56% gain to date.
Accurate Wealth Management, LLC XLK ($260.89) Holding Chart
Accurate Wealth Management, LLC XLK ($260.89) 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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