Accurate Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,432 shares of XLV stock, worth $495,271. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,432

Previous 3,639 5.69%

Holding current value

$495,271

Previous $560,000 15.71%

% of portfolio

0.1%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$136.28 - $154.74 $28,209 - $32,031	-207 Reduced 5.69%	3,432 $472,000
Q3 2024 Oct 17, 2024	BUY	$143.3 - $157.24 $194,458 - $213,374	1,357 Added 59.47%	3,639 $560,000
Q2 2024 Jul 17, 2024	BUY	$138.43 - $147.09 $315,897 - $335,659	2,282 New	2,282 $332,000
Q4 2022 Jan 11, 2023	BUY	$121.85 - $140.1 $62,021 - $71,310	509 New	509 $0
Q1 2022 May 10, 2022	SELL	$126.55 - $139.44 $5.77 Million - $6.36 Million	-45,631 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$125.34 - $141.49 $1.18 Million - $1.34 Million	9,449 Added 26.12%	45,631 $6.35 Million
Q3 2021 Oct 22, 2021	BUY	$127.07 - $136.85 $4.6 Million - $4.95 Million	36,182 New	36,182 $5.01 Million

Others Institutions Holding XLV

# of Institutions

1,924

Shares Held

202M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Accurate Wealth Management, LLC Select Sector Spdr Fund Health Transaction History